🔄 Enmasse Function in Acquaint
The Enmasse tool allows you to bulk reassign key data across the system. It’s especially useful for data cleanup, restructuring, or staff transitions.
đź“Ť Accessing Enmasse
Navigate to: File → Admin Tools → Enmasse
🔧 What You Can Reassign
Each operation will delete the original value once reassignment is complete.
|
Function |
Description |
|---|---|
|
Source |
Reassigns all Contacts from one Source to another |
|
Status |
Reassigns all Contacts from one Status to another |
|
Type |
Reassigns all Contacts from one Type to another |
|
Area |
Reassigns all Properties from one Area to another |
|
→ Also updates any linked Contact Property Requirements |
|
|
User |
Reassigns Tasks and future Appointments from one User to another |
|
→ Ideal when a staff member is leaving |
|
⚠️ Important Notes
-
Once the process is run, the original Source, Status, Type, or Area is deleted
-
Use with care—these changes are permanent
-
Ideal for bulk updates and maintaining clean, consistent data