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How to Add Activities or Service Orders for Several Contact Records

  • Updated
1.  From the Contact Management DMC, select the records you would like to include in the Mass Update by placing a check in the boxes associated with the records you would like to change.

Figure: Contacts DMC with Records Selected for Mass Update Screen.
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2.  Select the Mass Update button.
3.  Navigate to the Add Activity/Service Order tab. The following screen appears.

Figure: Mass Update Screen – Add Activity/Service Order.
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4.  Populate the fields for the Activities or Service Orders you would like to create for the selected contacts.
5.  Select the Add to Each Selected Contact button to create a similar Activity or Service Order record for each of the selected contacts.

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