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Difference between revisions of "Record Actions"

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[[File:moreactions.gif|right|thumb]]This feature offers a way to apply changes to multiple records in one (batch) process. Applying bulk actions in this manner can '''save a significant amount of time, compared to editing records individually'''.  
In the sidebar, while viewing a record, click '''Actions''' to reveal a list of additional actions that can be taken on the record.
<noinclude>__NOTOC__</noinclude>
<blockquote>
===Claim===
This option appears for any record that does not currently have a [[Record Owner]].


Typically, Actions include the following options:
===Assign to Owner===
Use this option to select a [[User]] as the owner of the record.


*[[#Update|Update]] multiple records
===Assign to Team===
*[[#Delete Record|Delete]] multiple records
Use this option to assign the record to a [[Team]].
*[[#Transfer|Transfer]] record ownership
*[[Campaigns|Create Campaign]]
*[[#Create Task|Create Task]]
*[[#Create View|Create View]]
*[[#Clear Selection|Clear Selection]]


Optionally, the following additional Actions may be available, depending on the type of object you select:
===Delete===
*[[Tasks]] object includes a [[Mark Complete]] action
If you permissions permit it, you can use this option to delete a record, automatically moving it to the [[Recycle Bin]], where it is held for 30 days.
*[[Prospects]] object includes [[Unqualify]]  action
:''Learn more:'' [[Delete Records]]
*[[Accounts]] and [[Contacts]] object includes the [[Merge]] action
*User-created [[Actions]], containing custom Components, Pages or JavaScript


==Apply Actions==
===Print===
#To select the records you want to include in the  Action, choose one of these methods:
Use this option to produce a formatted version of record data, either in a new window or in a Word, PowerPoint, or PDF file, depending on the type of template.
#*In a View, click Checkbox(es) to select individual records; Optionally, navigate to the next/previous page to select records in multiple pages
:''Learn more:'' [[Print a Record]]
#*Click the All link, to select all of the records on the page; Optionally, navigate to the next/previous page to select records in multiple pages
#Select one of the Action options
#The list of selected records will be displayed along with an action button. Click the action button to confirm, or click the [Cancel] button to stop the process.


==Update==
===Merge Records===
{{:Update}}
This option appears for Cases. Use it to eliminate duplication by merging two records into one.
:''Learn more:'' [[Case Merge]]


==Delete Record==
===Complete===
{{:Delete Record}}
This option appears for [[Tasks]]. Use it to mark a Task as completed.
 
===Macros===
==Transfer==
[[Macros]] defined for this object appear here.
{{:Transfer}}
</blockquote>
 
==Create Task==
Create Task is an option in More Actions, which allows you to add the same task to multiple records.
 
==Create View==
{{:Create View}}
 
==Clear Selection==
{{:Clear Selection}}
 
 
 
[[Category:Glossary]]

Latest revision as of 22:34, 15 September 2015

In the sidebar, while viewing a record, click Actions to reveal a list of additional actions that can be taken on the record.

Claim

This option appears for any record that does not currently have a Record Owner.

Assign to Owner

Use this option to select a User as the owner of the record.

Assign to Team

Use this option to assign the record to a Team.

Delete

If you permissions permit it, you can use this option to delete a record, automatically moving it to the Recycle Bin, where it is held for 30 days.

Learn more: Delete Records

Print

Use this option to produce a formatted version of record data, either in a new window or in a Word, PowerPoint, or PDF file, depending on the type of template.

Learn more: Print a Record

Merge Records

This option appears for Cases. Use it to eliminate duplication by merging two records into one.

Learn more: Case Merge

Complete

This option appears for Tasks. Use it to mark a Task as completed.

Macros

Macros defined for this object appear here.

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