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⭕ How to Bulk Update Record Ownership?
To bulk update the ownership of multiple records at once, follow these steps:
This feature is particularly useful when dealing with company records, such as those created via tools like the Velocity Chrome extension, where the creator is not automatically set as the owner.
It is important to note that Vincere requires every record to have a defined owner at all times. You cannot remove an owner completely without assigning a new one during bulk updates.
Select the Records: Choose the records you want to update.
Click on Action.
Select Update Owner: Note that owners cannot be completely removed during this process. You must assign a new owner to replace the existing one.
You may use filters, such as the ‘Ownership’ column with the 'is Null' filter, to identify records with no owner before making updates.
Note that you can only select up to 300 records at a time for bulk updates; for more, repeat the process.
Once the ownership is updated, the change will be logged as a comment in the activity feed for each record.
When performing bulk updates, the system ensures that no record is left without an assigned owner, allowing only replacement of ownership rather than removal.
However, note that bulk updates are limited to 300 records at a time. Ensure you batch your updates accordingly.
❗Important note: You can not bulk update brands within Vincere.
⭕ Managing Bulk Update Permissions
The ability to take bulk actions is controlled on a per-user basis. To enable or disable this permission:
Go to Settings.
Click on User Management.
Select the user whose permissions you want to change.
Click on the Permissions Tab.
Check or uncheck the box for Bulk Update Permission. This can be configured per entity.
Ensure the ‘Bulk Update Ownership Permission’ setting is enabled for users who need to reassign ownerships. If this permission is not enabled, they won't see the option in the bulk actions menu.
Happy Recruitment #TheVinnyWay🤩