Cannot See Mass Close Option |
KBA-01396-H8W5X5 |
Purpose & Scope |
Cannot See Mass Close Option |
Procedure |
If any of the contact items you are responsible for has been Mass Close enabled you can select and close many of these contact items at the same time using one contact note right from your contact list. The trick to making this work is to filter your contact list correctly. You will notice that when you enter My Contacts, the contact list is filtered to show you all of your open or in progress contacts for the selected ministry. What you need to display is all open contacts for the mass close enabled contact item. 1. Select the contact item that can be mass closed from the Item drop-down list and click Search. The list will filter to only display the selected contact item. |
Additional Comments |