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ActiveBooks
  • ActiveBooks Documentation
  • Importing Data in ActiveBooks
    • Downloading Backups
    • Chart of Accounts Importer
    • Data Export
    • Data Import Tools
  • Printing
    • Printing and Branding
    • Print Settings
    • Print Format
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    • Address Template
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  • Workflows
    • Workflows
    • Workflow Actions
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    • Assignment Rule
    • Email
      • Email
      • Email Domain
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      • Email
  • Email
    • Users and Permissions
      • Basic setup of ActiveBooks
        • Setting up Company in ActiveBooks
        • Setting up Taxes in ActiveBooks
        • Setting up Company's Sales Goals
        • Global Defaults in ActiveBooks
        • System Settings in ActiveBooks
        • Letter Head
      • Adding Users
      • Users and Permissions
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    • Email
    • Email Domain
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    • Sending Email from any Document
    • Linking Emails to Documents
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    • Auto Email Reports
    • SMS Settings
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    • Document Follow
    • Email Dropbox
  • System Configuration
    • Settings
    • Show or Hide Modules
    • Naming Series
    • Session Defaults
    • Bulk Renaming of Records
    • Bulk Update
    • Milestone Tracking
    • Auto Repeat
    • Domain settings
    • Energy Point System
  • Data Privacy
    • Personal Data Download
    • Personal Data Deletion
  • Articles
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  • Using ActiveBooks
    • Articles
      • Checking Link Between Documents
      • Access Log
      • Duplicate Records
      • To-Do Auto Creation
      • Document Versioning
      • Deleting and Restoring Documents
      • Bulk Rename
      • Renaming Documents
      • Tree Master Renaming
      • Letter Head in the Report
      • Copy Pasting Multiple Records From Excel
      • Adding Attachments to Outgoing Messages
    • Collaboration Tools
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    • Introduction
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  • Automation
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  • Accounts
    • Introduction
      • Setup and Opening
        • Accounting Entries
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        • Chart of Accounts
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        • Articles
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        • Freeze an Account
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        • Purchase Tax or Charges Categories
        • Types in Sales and Purchase Tax Template
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        • How To Customize Cash Flow Report
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        • Purchase Invoice - Account Type Error
        • Fixing Fiscal Year Error
        • Stock and Accounting Module Integration
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  • Stock
    • Basics
      • Introduction
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      • Accounting Of Inventory Stock
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      • Stock Ledger Report
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      • BOM Explorer
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      • Articles
        • Allow Over Delivery/Billing
        • Auto Creation of Material Request
        • Delivery Note Negative Stock Error
        • Stock Entry Purpose
        • Purpose of Stock Received but not Billed
        • Item Valuation Methods and Transactions
        • Maintain Stock field Frozen in the Item master
        • Managing Rejected Finished Goods Items
        • Return Rejected Items
        • Track Items Using Barcode
        • Item Valuation Fifo And Moving Average
        • Item Codification
        • Serial No. Naming
        • Opening Stock Balance Entry for Serialized and Batch Item
        • Managing Batch wise Inventory
        • Sales Return Management
        • Managing Fractions in UOM
        • Repack Entry
        • Material Transfer from Delivery Note and Purchase Receipt
        • Mode of Payment
        • Migrate To Perpetual Inventory
        • Depreciation Entry
  • CRM
    • Introduction to CRM
    • Sales
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      • Address
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    • Setup
      • Lead Source
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      • LinkedIn Settings
      • Twitter Settings
      • Social Media Post
    • Articles
      • Automate Lead Creation
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      • Difference between Lead, Contact and Customer
  • Selling
    • Selling
    • Quotation
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    • Sales Partner
    • Brand
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    • Setup
      • Selling Settings
      • Product Bundle
      • Sales Person Target Allocation
      • Sales Taxes and Charges Template
      • Shipping Rule
      • Party Specific Item
    • Articles
      • Sales Persons in the Sales Transactions
      • Request for Raw Material from Sales Order
      • Applying a Discount
      • Selling in Different Unit (UoM)
      • Adding Margin
      • Amending Sales Order after Submit
      • Drop Ship
      • Calculate Incentive for Sales Team
      • Shipping Rule
      • Close Sales Order
      • Taxes and Charges
      • Print Settings
      • Payment Terms
    • Selling Reports
      • Sales Reports
  • Buying
    • Buying
      • Request for Quotation
      • Purchase Order
      • Purchase Taxes and Charges Template
      • Supplier
      • Supplier Quotation
      • Supplier Scorecard
    • Setup
      • Buying Settings
      • Supplier Groups
    • Articles
      • Maintaining Supplier's Item Code in the Item Master
      • Purchasing in Different Unit (UoM)
      • Amending Purchase Order after Submit
      • Procurement Tracker Report
  • HR
    • Employee
      • Employee
      • Employment Type
      • Branch
      • Department
      • Designation
      • Employee Grade
      • Employee Group
      • Employee Health Insurance
    • Attendance
      • Attendance
      • Employee Attendance Tool
      • Attendance Request
      • Upload Attendance
      • Auto Attendance
    • Leave Management
      • Leaves
      • Holiday List
      • Leave Type
      • Leave Period
      • Leave Policy
      • Leave Policy Assignment
      • Leave Allocation
      • Leave Application
      • Compensatory Leave Request
      • Leave Encashment
      • Leave Block List
      • Leave Ledger Entry
    • Recruitment
      • Recruitment
      • Employee Referal
      • Staffing Plan
      • Job Opening
      • Job Applicant
      • Job Offer
      • Appointment Letter
    • Training
      • Training Program
      • Training Event
      • Training Result
      • Training Feedback
    • Employee Life Cycle
      • Employee Life Cycle Management
      • Employee Onboarding
      • Employee Promotion
      • Employee Seperation
      • Employee Transfer
      • Employee Skill Map
    • Payroll
      • Payroll Setup
      • Payroll Management
      • Payroll Period
      • Income Tax Slab
      • Salary Component
      • Salary Structure
      • Salary Structure Assignment
      • Salary Slip
      • Payroll Entry
      • Additional Salary
      • Retention Bonus
      • Employee Incentive
    • Employee Tax and Benefits
      • Setting Up Income tax Deduction
      • Employee Tax Exemption Declaration
      • Employee Tax Exemption Proof Submission
      • Employee Other Income
      • Employee Benefit Application
      • Employee Benefit Claim
    • Travel and Expense Claim
      • Travel Request
      • Employee Advance
      • Expense Claim
    • Gratuity
      • Gratuity
      • Gratuity Rule
    • Loans
      • Loan Type
      • Loan Application
      • Loan
    • Shift Management
      • Shift Management
    • Fleet Management
      • Fleet Management
      • Vehicle
      • Vehicle Log
    • Setup
      • Human Resource Setup
      • HR Settings
      • Daily Work Summary Group
    • Reports
      • Human Resources Reports
    • Articles
      • Articles
      • Leave Calculation in Salary Slip
      • Workdays Calculation in the Salary Slip
    • Performance
      • Appraisal
  • Projects
    • Project
      • Project and Managing Expenses
      • Salary Slip from Timesheet
      • Activity Type
      • Project Template
      • Timesheet
      • Projects
      • Introduction to the Project Module
      • Project Profitability
      • Project Reports
      • Project Type
      • Project Update
      • Project from Customer Portal
      • Activity Cost
      • Project Costing
      • Project
      • Tasks
      • Project Views
      • Sales Invoice from Timesheet
      • Delayed Tasks Summary
      • Project Profitability Report
    • Articles
      • Make A Colorful Gantt Chart
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  1. System Configuration

Bulk Renaming of Records

Bulk Renaming allows renaming multiple records at once.

PreviousSession DefaultsNextBulk Update

Last updated 3 years ago

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  • You can rename a document in ActiveBooks (if it is allowed) by going to Menu > Rename in the document.

  • Alternatively, if you want to rename a whole bunch of records, use the Rename Tool.

Go to: Type 'Rename Tool' in search bar.

  • You can also merge documents by renaming them.

  • For example, if you have a customer named Steve and a duplicate named Steve1, you can go to either of them, click on Menu > Rename and tick the 'Merge with existing' checkbox.

  • This will merge all the linked documents of both documents.

  • Alternatively, if you want to rename a whole bunch of records, use the Rename Tool.