AuctionGate | Account management - How to make mass changes to accounts?

Mass account editing feature provides a convenient way to simultaneously modify identical data in multiple records when necessary.

To use this feature, follow these steps:

  1. In the Accounts table, select the checkbox next to each account you want to edit (Figure 1, Pointer 1)

  2. After marking the accounts, a panel with mass editing options will appear at the bottom of the table, where you can use the available options to change parameters (Pointer 2).

Note: If you check "For all" (Pointer 3), it will select all accounts, allowing changes to be applied to all accounts at once.

Figure 1- The "Accounts" menu section

 

Available options:

  • Delete account - on the mass editing panel, select the "Delete" option (Figure 2, Pointer 1), after which a window will open. To confirm deletion, press "Yes" to cancel, press "No". As a result, the account will be removed from the table.

Figure 2 - Delete option 

  • Change account status - on the mass editing panel, select the "Set status" option (Figure 3, Pointer 1), then choose the status from the drop-down list that appears when you press the button , and confirm the changes by clicking "Apply" (Pointer 2).

Figure 3 - Change account status option

  • Assign employee - choose the "Set employee" option (Figure 4, Pointer 1), then select the desired employee from the available options and press "Apply" (Pointer 2) to save the changes.

 

Figure 4 - Change employee option

 

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