Mass Coding for Contacts

  1. Click the Mass Coding tool from the top ribbon bar. The Contacts Mass Coding
  2. window opens. Refer to the screenshot below:

  3. You can choose to mass code for all the records in the grid, or a selected set of records.
  4. Indicate whether the users will be required to provide documents and whether or not they should be marked as main contacts for their sites.
  5. Click Save.