Bulk Operations
Perform actions on multiple records at once.
Bulk operations enable simultaneous editing of multiple records. Select entries in a list and perform an action on all selected items. Bulk operations can be undone.
Available Bulk Actions
Different bulk actions are available depending on the data type:
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Bulk Delete - Move multiple entries to trash simultaneously
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Change Status - Change the status of multiple applications, tasks, or invoices at once
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Assign Category - Assign a category to multiple participants or contacts
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Send Email - Send bulk email to selected contacts or participants
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Export - Export selected entries as Excel or CSV
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Generate Documents - Create documents for multiple participants at once
Performing Bulk Actions
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1. Select Entries - Use checkboxes in the list view or "Select All"
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2. Choose Action - Select the desired bulk action from the dropdown menu
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3. Confirm - Confirm the action with a summary of affected entries
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4. Check Result - Success message with the number of processed entries
Undo
Bulk operations can be undone:
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Undo Button - After a bulk action, an "Undo" button appears briefly
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Action Log - All bulk actions are recorded in the activity log
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Time Window - The undo button is available for a few seconds after the action
Tips
- Use filters to narrow down entries before using "Select All"
- The undo button is only available briefly - act quickly if you need to reverse an action
- Bulk actions are logged in the activity log with all affected entries
Notes
- The maximum number of simultaneously editable entries may be limited depending on the action
- Not all actions are available for all data types
- Bulk email sending respects the rate limits of your SMTP configuration