Bulk Change Contacts

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Use this form to perform bulk changes to contacts.

You can use the criteria fields on this form to search contacts so that a limited number of contacts display. The Search Now button runs a query on the database using the criteria you have selected. The query retrieves all the matching contacts and displays it in the result table.

Select the contacts from the list by:

• Selecting a range of contacts by pressing the Shift key.
• Selecting multiple individual contacts by pressing the CTRL key.
• Clicking the Select All button to select all the displayed contacts.
• Bulk maintaining the allocated salesperson by clicking the Change SP button.

The Bulk Reassigning Salesperson form displays. Select the record types to change the salesperson for.

Organisation

Select the organisations for the contacts to view. The list of selections displays in the field on the right of Type.

Note: If you hold your mouse cursor over the caption Organisation, the caption changes to Add Children. Click Add Children if you want Greentree Desktop to add all the child organisations for the parent organisations that you have already selected as criteria.

Post Code

Select the post codes for the records to view. The list of selections displays in the field located to the right of Post Code.

Status

Select the status(es) for the contacts to view. The list of selections displays in the field on the right of Status.

Occupation

Select the occupations of the contacts to view. The list of selections displays in the field on the right of Occupation.

View

Select the records to view. You can select:

Verified

Only Primary Contacts

Select this option to retrieve only primary contacts.

Only Mailing Lists

Select this option to retrieve only contacts that does not have the Exclude from mailing lists option selected on the Information tab of the Contact Maintenance form.

Only Call Rosters

Select this option to retrieve only contacts that does not have the Exclude from call rosters option selected on the Information tab of the Contact Maintenance form.

Change Contacts Table

This table lists all the contacts using the criteria selected. You can select the contacts to change from the list by:

• Pressing the Shift key (to select consecutive contacts)
• Pressing the CTRL key (to select individual contacts)
• Clicking the Select All button to select all the contacts displayed.

Click the Change SP button to change the salesperson allocated to the selected contacts. The Change Salesperson form displays. Select the related records for which you want to have the salesperson changed. Greentree Desktop updates the salesperson for all record types selected.

Enquiry

Select the organisation from the result table to view. Click the Enquiry button to display the selected record.

Maintain

Select the organisation from the result table to maintain. Click the Maintain button to open the selected record for editing. If your security settings allow only read access to the record, then the record is available in read mode only.

Mail Merge and Bulk email

Select this option to create letters or labels using Microsoft Word's mail merge feature or to send email to the group of organisation included in the list.

Resort Table

Click this button to re-sort the information in the table based on another column. Clicking the Resort Table button opens the Select Property form, which lists all the fields for the organisation. Select the field to sort the table on. Select the Sort Order (ascending or descending) and click OK. The result table is re-sorted based on your selections.

Save Criteria

Click the Save Criteria to save the search criteria entered in the View form for re-use. You are requested to enter a name for the search criteria.

Load Criteria

Click this button to select the criteria you previously saved using the Save Criteria button. The saved criteria are selected based on name. Clicking the Load Criteria button loads the saved criteria into the View form's criteria fields. Click the Search Now button to search.

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