Bulk Action Change Sales Person for Contacts

Bulk changes to multiple records is a great productivity tool in Fortix. This article explains how to change the Sales Person in multiple records in Customers at once.

Open the Customers Page and find the Customers which Sales Person needs changing.

The quick link in the address bar is: /?Customers

Click the Tick boxes of all the Customers that will be changed. Then Click the More Menu option.

Maximum of 1,000 records can be changed at once.

Select Update Sales Person.

Contacts - Fortix Base - Google Chrome

Select the Sales Person. Click SAVE.

Contacts - Fortix Base - Google Chrome

The SALES PERSON for the Customers has been Changed.

0 Comments

Add your comment

E-Mail me when someone replies to this comment