Now even huge numbers of Inquiries can be quickly managed just in 1-2 clicks.
Step One: Find the Inquiries Table providing easy options to select multiple items and route them without taking much time and effort. Below are basic instructions to that point:
1. Global selection. To select all Inquiries displayed on the page simply hit the “Checkbox” column found in the Inquiries Table.
Hint: to undo this move, press the “Checkbox” column once again, or simply hit the cross button below.
2. Custom selection. Just select the items you need. That’s it!
3. Selection by category. To pick the Inquiries from a specific category, first set up the right filter or badge. Follow up with the “Checkbox” column to quickly select the Inquiries filtered by status or badge on a single page.
Note: RemOnline will remember all previously selected items, even when you’re scrolling your way through multiple Inquiries pages.
Step Two: Select the Inquiries you need, then find the “Actions” button displayed below. Hit the button to see a complete list of available bulk actions:
1. Upon a click, the “Appoint a manager” button will create a new dialog window. Complete the field with the right employee you want to see in charge of all previously selected Inquiries.
2. Use the “Delete” button to remove unnecessary items.
Note: This action is only available for users with a specific set of permissions assigned to employees (roles).
