IDI version 26.8 is now available.  Click here for details: IDI Updates.

Bulk Assign Account

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You can assign a person or group or change the person/group already assigned to the customer accounts currently displayed in the Collections Search Results window. To bulk assign customer accounts:

  • Right-click anywhere in the Collections Search Results window and select Bulk Operations > Bulk Assign Account. This displays the Bulk Assign Account window.

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  • Select the person or group you want to assign from the drop-down list.

  • Click Save to assign the selected person/group to the customer accounts currently displayed in the Collections Search Results window. This displays the Bulk Operation Status window indicating the bulk operation completed successfully.

  • Click OK. This updates the Assigned To column in the Collections Search Results window with the new assignment.