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Making Clients Private

New Member
Posts: 5
Country: United_Kingdom

Making Clients Private

[ Edited ]

Hello

 

I have to make over 3,000 clients private - is there a way to do this on a global change as I cannot see it is an option in the replace field?

 

Thanks

Copper Super Contributor
Posts: 130
Country: USA

Re: Making Clients Private

Hi, Holly.

 

Yes, it is possible to do that.

 

Before you make global changes like this, alway back up your database.

 

You can do this from your Contact List View.  Tag All.  Right Click.  Edit Contact Access.  Make Contacts Private.

 

Have a great day!

 

Leanne Evans

Southern Software Solutions

Thanks!

Leanne Evans
sosoftsol@gmail.com
New Member
Posts: 5
Country: United_Kingdom

Re: Making Clients Private

Brilliant,

 

saved me hours of work - thanks alot!