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

Bulk Close Follow-Ups

Prev Next

You can close multiple open follow-ups with one command (bulk close) from either the Open Follow-Ups window (see Open Follow-Ups) or the Search Results window that is displayed following a Follow-Up Search (see Follow-Up Search).

To bulk close open follow-ups:

  1. From the Open Follow-Ups window or Search Results window, filter the displayed follow-ups to exclude any follow-ups that you do not want to close in this bulk reassignment.

  2. Right-click on any follow-up and select Bulk Close Follow-Ups. This displays a confirmation window that indicates the number of follow-ups to be closed (all open follow-ups currently displayed on the Open Follow-Ups or Search Results window).

  3. Click Yes to close the follow-ups. This displays another confirmation window.

  4. Click OK.