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Bulk edit Accounts
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== Step-by-Step Instructions == Follow these detailed steps to successfully bulk edit Accounts in ActiveCampaign: 1. **Access Accounts**: Navigate to '''Contacts''' and then click on '''Accounts'''. 2. **Locate Accounts**: Use one or more of the following methods to find the Accounts you want to edit: - Utilize the '''Account Owner''' dropdown to filter Accounts by owner. - Enter the account name in the search bar to locate specific Accounts. 3. **Select Accounts**: Check the box next to each Account you wish to update. To select all Accounts displayed on a page, click the checkbox next to '''Account Name'''. 4. **Edit Accounts**: Once you have selected the Accounts: - An '''Edit''' button will appear. Click this button. - In the bulk edit Account modal, select or search for the field you want to edit. 5. **Update Fields**: After selecting an Account field: - Additional fields will become available based on your selection. Fill in the new values for each field accordingly. 6. **Edit Multiple Fields**: For editing multiple fields: - Click '''Add Another Action''' to include more fields you wish to modify. - Please remember that a separate action is required for each field you wish to edit. 7. **Delete Actions**: If you need to remove any actions: - Click the trash can icon next to the action you wish to delete. 8. **Apply Changes**: Once you have made all necessary updates: - Click the '''Apply''' button. 9. **Confirm Changes**: After applying, a confirmation message will summarize the bulk edit updates. Click the '''Apply changes''' button to finalize your edits. - A notification will appear to confirm that your changes are processing, allowing you to navigate away from the page safely.
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