Change Owner for a 1000 Leads - Bulk Action
Bulk changes to multiple records is a great productivity tool in Fortix. This article explains how to change the owner for a thousand plus records in Opportunities at once.
Maximum of 1,000 records can be changed at once.
Open the Opportunities Page and find the Opportunities which ownership needs changing.
The quick link in the address bar is: /?opportunities
To filter the records, click the down arrow in the OWNER field to select the current owner. This will display all the opportunity records belonging to this owner.
The option to select all the records over multiple pages results in the warning that only 1000 records can be changed at any one time.
The number of records to display per page can be changed by clicking the drop-down arrow and selecting the required number.
The limitation of changing only a 1000 records can be bypassed, by setting the number of records to display per page to 1000.
The drop-down arrow has a max of 100 per page.
Click the More Menu and select Actions and Attributes to change the number of records per page to a 1000.
The ACTIONS & ATTRIBUTES form opens. Find the Initial Records Per Page setting. Set to 1000. Click SAVE & CLOSE to continue.
The Opportunities list view has reduced the number of pages with records. Click select all record on this page box. Now click the More Menu and select Change Owner.
The CHANGE OWNER form opens. The Number of Selected Opportunities displays 1000. Select the New Owner from Favorites or All. Click SAVE to continue.
Repeat the process with the remaining records in the filtered list.
The Owner for the Opportunities has been changed for all the records.