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
Account Tag no acctive
- martin@rootjazz
- Site Admin
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Re: Account Tag no acctive
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
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
- martin@rootjazz
- Site Admin
- Posts: 34712
- Joined: Fri Jan 25, 2013 10:06 pm
- Location: The Funk
- Contact:
Re: Account Tag no acctive
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
Re: Account Tag no acctive
What is the format for bulk update of Account Cards?
- martin@rootjazz
- Site Admin
- Posts: 34712
- Joined: Fri Jan 25, 2013 10:06 pm
- Location: The Funk
- Contact:
Re: Account Tag no acctive
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
Code: Select all
tag_1,10
tag_2,2
tag_3,30
tag_4,4
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)
Re: Account Tag no acctive
Thks sir verry much