Bulk Renaming of Records
Bulk Renaming allows renaming multiple records at once.
Last updated
Was this helpful?
Bulk Renaming allows renaming multiple records at once.
Last updated
Was this helpful?
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.
