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.
Select the Sales Person. Click SAVE.
The SALES PERSON for the Customers has been Changed.