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Added a new Notate bulk action that allows for notating multiple accounts at one time.

Added a new Notate bulk action that allows for notating multiple accounts at one time.

  1. When in a data grid you now have the option to do a bulk action note update to multiple accounts.

  2. Select the accounts you want to do the bulk action to and then right-click.

  3. Select notateimage.png

  4. This brings up a pop-up where you can comment on the accounts and set some follow-up options.link
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Additional Resources

GoRev Support Team

If you have any additional questions or concerns regarding this tutorial, please contact the GoRev Support Team by phone at (317) 794-3900 or by email at ask@gorev.com

Note: Always submit an IT Support Ticket detailing the problem that you are experiencing with this portion of GoRev, if possible, as this will give GoRev Support Agents access to information that will help expedite the resolution of your issue. If you are unsure how to submit an IT Support Ticket in GoRev, please see the GoRev IT Support Ticket Creation Tutorial for assistance

GoRev Changelog

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