If there is a need to work with several CRM elements at the same time, mass actions will come in handy.
How does it work?
First, mark the required entity elements.
💡Mass actions are available for leads, deals, contacts, companies, products, activities, and smart objects.
The work with smart objects has its own features, which you can learn more about in the following article.
To select all elements on the page, check the box in the table header.
maximum number can be 100, and the minimum - 5. It depends on how many rows are displayed on the page at the same time.
💡To cancel your selection, just click on the minus in the table header.
Then select what you want to do. Two options for mass actions are available:
Edit.
Delete.
About each of these actions below.
Mass editing
❗️It is only available for leads, deals, contacts and companies. Coming soon for products and activities. Stay tuned for our updates 😉
To edit entity elements, click the pencil icon.
As a result, a window will open where you can select the fields in which it is possible to make changes.
💡You can edit both standard and custom fields.
Mass editing is a set of certain available options. Their list varies and depends on the type of field. The system provides the following:
Without changes
It is available for all fields, both default and custom fields of various types. It means that no changes were made.
💡 This option is used as standard, that is, its value will be used immediately when the editing window is opened for all fields.
Replace the value
The option is available for all default fields as well as all custom field types except Checkbox.
It means that the previous value of the field is completely cleared, instead the new one specified during mass editing.
💡If the field is multiple, then click Add to enter several required values.
Clear the value
The option is available for most standard fields except those required for entities. Therefore, it will NOT be possible to clear the value for Title and Person responsible.
It is also available for all custom field types except the Checkbox .
It means that the field is cleared completely. Its values are removed from the element cards.
💡Note that this option clears the field value, even if it is multiple.
Fill in the value
The option is available for text fields. For example, for the standard Title as well as for custom fields of the Text type.
It means that something common will be added to the existing values before or after (optional). It will be entered through a space to the current names or from a new line for text fields.
Add an element
This option is available for custom fields that are multiple.
It means that one value will be added to the existing values while editing.
💡As the field is multiple, you can click Add to enter several required values at once.
Or just select them from the list.
Turn on/ Turn off
This option is available for a custom field of type Checkbox.
It means that the option Turn on - puts a checkmark, and Turn off - removes it.
Math operation
It is available for custom fields such as Money, Number, Number with a fractional part.
It means addition or subtraction, division or multiplication of specified fixed value or percent will be applied to the existing field value.
💡After applying a math operation, the final number will always be rounded. Even if you use this operation for the field Number with a fractional part.
Applying changes
When the desired changes are made, they must be saved. To do this, click on the corresponding button at the bottom of the editing window.
And confirm your actions.
As a result, all the changes you made will be applied to the selected tasks at the same time.
Mass deletion
To delete the selected entity element, click on the trash bin icon.
And confirm your actions.
As a result, entity elements will be removed from the CRM database and it will not be possible to restore them.
The features of mass actions
🟣 If you have selected the elements, among which there are those where the user, according to the configured permissions in CRM, does not have editing rights, then this action will NOT be applied to them. The system will also notify about this.
🟣 If you have selected the elements and the user, according to the configured permissions in CRM, does not have rights to edit any of them, then the action will be blocked at all.
🟣In case, there are the elements the user does not have the right to delete, according to the configured permissions in the CRM, then this action will NOT be applied to them. The system will also notify about this.
🟣In case, there are the elements the user does not have the right to delete any of them, according to the configured permissions in the CRM, then this action will be blocked at all.
🟣 If mass deletion is applied to products, then there are no permissions here. All Space users can delete goods and services from the CRM database.
If you have additional questions or you need to contact the support, send a request to this email [email protected]