If a contact item in your system is Mass Close enabled, you can efficiently close multiple contact items at once using a single contact note—directly from your contact list.
Steps to Mass Close Contact Items
To ensure the process works smoothly, start by filtering your contact list correctly. By default, My Contacts displays all open or in-progress contacts for the selected ministry. To mass close contacts, you’ll need to filter for all open contacts associated with the Mass Close enabled contact item.
1. Filter Your Contact List
- Open My Contacts & locate the Item drop-down list.
- Select the Mass Close enabled contact item.
- Click Search to display only the selected contact item.
2. Select the Contacts to Close
- Choose specific contact items or click All to select every item in the filtered list.
3. Complete the Mass Close Action
- At the bottom of the contact list, open the Select an Action drop-down menu.
- Choose Mass Close selected items to finalize the process.
This feature streamlines contact management, saving time & ensuring records stay up to date with minimal effort.
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