Contact Bulk Data Management
Contact Bulk Data Management allows for an efficient way to view and manage the following associations as they relate to users:
For example, to remove Boarders in a specific Group:
1.
Go to
Reports > Contact Bulk Data Management
2.
In Report Type set Groups
3.
In Contact Type set Boarders
4.
Select Load Data
When the list generates you will see a Groups filter appear above the load data button together with the editing options.
5.
Select the Group(s) that you want to alter
6.
Select the
READ ONLY MODE
button. This will change the state of the screen to give it editing ability
7.
Make your changes and be sure to
SAVE
your changes