Account Tag no acctive

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poilkj159
Posts: 45
Joined: Fri May 19, 2023 1:24 am

Account Tag no acctive

Post by poilkj159 »

I've been trying to bulk update "Tags" for all of my accounts, but it's getting almost nothing.

I have also watched all the Videos but I don't see how to update "Tags" for many accounts.

Please tell me more up to date "Tags" format
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martin@rootjazz
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Re: Account Tag no acctive

Post by martin@rootjazz »

select + check the accounts
right click
ACCOUNT TAGS > APPEND

specify your tags

Then to test it has worked, select and check a single account
right click
ACCOUNT TAGS > APPEND

it should show that accounts tags, and include what you just assigned
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martin@rootjazz
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Re: Account Tag no acctive

Post by martin@rootjazz »

unless you mean after setting tags, the accounts list column doesn't update. It doesn't. You would need to right click > REFRESH ROWS to see it, or wait until the control updates automaticaly
poilkj159
Posts: 45
Joined: Fri May 19, 2023 1:24 am

Re: Account Tag no acctive

Post by poilkj159 »

What is the format for bulk update of Account Cards?
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martin@rootjazz
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Re: Account Tag no acctive

Post by martin@rootjazz »

poilkj159 wrote: Mon May 22, 2023 4:54 pm What is the format for bulk update of Account Cards?

you mean BULK TAG FROM FILE?

As the instructions on the file loader says, select file with format:

Code: Select all

tag,num_of_accounts
So if your file says

Code: Select all

tag_1,10
tag_2,2
tag_3,30
tag_4,4
tag_1 assigned to 10 accounts
tag_2 assigned to 2 accounts
etc etc


If you mean something else, please provide more details on what you mean please (maybe a screenshot will help me understand)
poilkj159
Posts: 45
Joined: Fri May 19, 2023 1:24 am

Re: Account Tag no acctive

Post by poilkj159 »

Thks sir verry much
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