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Make a group or lookup of contacts all Private

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Copper Elite Contributor
Posts: 227
Country: New_Zealand
Accepted Solution

Make a group or lookup of contacts all Private

I have been somewhat remiss in identifying my private contacts. I now need to tidy that up.

It is easy enough for me to tag them in a list view and do a look up.

Can I then do a bulk convert to Private? "Private" does not come up as an option in Replace Field. Does it have another name?


Accepted Solutions
Solution
Accepted by topic author GrahamS
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Make a group or lookup of contacts all Private

To make multiple contacts 'Private', highlight the desired contacts in the Contact List view > right click in the highlighted area > select > Edit Contact Access > select 'Make Contacts Private'
Greg Martin
Sage

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All Replies
Solution
Accepted by topic author GrahamS
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Make a group or lookup of contacts all Private

To make multiple contacts 'Private', highlight the desired contacts in the Contact List view > right click in the highlighted area > select > Edit Contact Access > select 'Make Contacts Private'
Greg Martin
Sage
Copper Elite Contributor
Posts: 227
Country: New_Zealand

Re: Make a group or lookup of contacts all Private

Thanks Greg, I thought there had to be a way. I was focussing on the toolbar edit menu in a lookup.

 

Cheers,

Graham