Bulk Renaming of Records

Bulk Renaming allows renaming multiple records at once.

• 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.