Batch Operations
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      Updating Project relationships using Batch Operations

      Updating Project relationships using Batch Operations

       

      Required System Role: Standard User

      Required Team Role: Team Leader 

      Once your search is applied within the Batch tool, select either Relate to Projects or UnRelate from Projects (1) on the left-hand side.

      NOTE: When using the Batch Operations Tool, always apply your search first and review the search results before progressing.

      In this example, we are relating all of the search results to a new Project based on their address.

      Next, select the Project (2) you wish to relate the Records.

      After finalising the changes you are making to the Records, click Execute (4).