In order to mass close contact items, you will need to first enable the Multiple Close feature by following these steps:
1. Go to Admin > Contact Setup > Manage Items
2. Click Edit beside appropriate Contact Item
3. Check box in front of Multiple Close
2. Click Edit beside appropriate Contact Item
3. Check box in front of Multiple Close
After doing this, you can mass close contact items by following these steps:
1. Go to Ministry > Contacts > My Contacts
2. Filter for the contacts needing to be mass closed.
3. Click Apply
4. Click the checkbox at the top of the column
5. Select Mass Close Selected Items from Select a Bulk Action drop-down list
6. Select Contact method & Disposition
10. Enter Contact note
11. Click Mass Close
4. Click the checkbox at the top of the column
5. Select Mass Close Selected Items from Select a Bulk Action drop-down list
6. Select Contact method & Disposition
10. Enter Contact note
11. Click Mass Close
Updated