Bulk report actions: Difference between revisions
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In [[reports]], you can select the desired tasks and make changes to them in bulk. To do this, run a report, click the checkbox next to the desired tasks, and click the ''' | In [[reports]], you can select the desired tasks and make changes to them in bulk. To do this, run a report, click the checkbox next to the desired tasks, and click the '''Change''' button: | ||
https://s.pfx.so/pf/ | https://s.pfx.so/pf/Rc/OOLdjR.jpg | ||
This allows you to perform operations on tasks appearing in a report as a result of some complex combination of conditions and/or data stored in different objects. For simpler scenarios, you can use bulk task | This allows you to perform operations on tasks appearing in a report as a result of some complex combination of conditions and/or data stored in different objects. For simpler scenarios, you can use [[Bulk task actions|bulk task actions]]. | ||
==Important== | ==Important== | ||
* | *Contacts can also be modified in bulk in reports. | ||
== Go To == | == Go To == | ||
*[[Reports]] | *[[Reports]] | ||
*[[Feature Description]] | *[[Feature Description]] | ||
Latest revision as of 08:01, 29 October 2025
In reports, you can select the desired tasks and make changes to them in bulk. To do this, run a report, click the checkbox next to the desired tasks, and click the Change button:
This allows you to perform operations on tasks appearing in a report as a result of some complex combination of conditions and/or data stored in different objects. For simpler scenarios, you can use bulk task actions.
Important
- Contacts can also be modified in bulk in reports.