Insights can help you take an action on multiple rows.
Bulk action menus
Bulk actions appear once you select one or more or all rows in an insight.
Your bulk action options appear in two places:
- Above the insight results after the bulk edit icon
- On the ellipsis menu
Common bulk actions
The following actions are available for most types of insight:
- Send an SMS or email to the contacts for your selection
- Add a note to the contacts for your selection
- Create a task
- Delete a selection
Additional bulk actions
The actions you can take depend on the type of insight you are looking at:
- Clients - add and remove services from a selection of Clients
- Jobs - mark all requirements and/or steps as complete/incomplete
- Steps - mark all steps as complete/complete
Common examples
Here are a couple of common examples:
Enjoy!