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How to Add Activities or Service Orders for Several Contact Records

September 27, 2019 14:57
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.

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.

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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