Note

1. Update, Delete, Add as End-Users, Merge, and Mark as Spam actions are only available for mass actions.
   
2. Update, Delete, and Send Whatsapp message can be performed using both mass and bulk actions.
   

Updating customer information

Deleting outdated records

Merging duplicate records

Note: A maximum of five records can be merged at a time.

Adding the contacts as end-users in the help center

Marking records as spam

Points to remember while performing the mass and bulk actions

1. Performing mass and bulk actions will take a few minutes to a couple of hours, depending on the number of selected records.
2. Users who initiate the action and the administrators will receive an email notification with the status upon completion of the action.  
3. Users can initiate a maximum of 10 bulk actions at once; while one is underway, the remaining 10 will be in queue.
4. Bulk actions are available only when there are more than 50 records in a list view.
5. Users can merge up to five records at a time.
6. Only one bulk action can be performed per view. However, users can initiate bulk action on multiple views, and those actions will be queued for execution.
7. A maximum of 200,000 records are run per scheduler.
   

To perform mass and bulk actions in the customers module

1. Go to the Customers (Contacts or Accounts) module.
2. In the left pane, select the desired view. 
   
3. Select the desired records in the list view to perform mass actions.
4. Check the blank square shown at the top of the page to select all records on the current page (max. 50) to perform bulk actions.
5. Perform the following desired mass and bulk actions:
1. Click Update, select the field, enter the new value, and then click Save to apply the changes.
2. Click Delete to delete the selected records.
3. Click Add as End User(s), choose the appropriate help center, and then click continue to add the selected contacts as end users.
4. Click Merge, select the fields to merge from the selected records, and proceed with the merge action.
5. Click Mark as Spam to flag the selected records as spam.
6. Click Send Whatsapp Message to send a bulk action message to the contacts.
   Select the department, phone or mobile number, channel, the message template, and the language of the template to perform bulk action. 
   Note: The languages configured in the IM WhatsApp template will be displayed in the drop-down.

Bulk and Mass Action Log

The bulk actions log provides detailed information about various mass and bulk operations performed in a Zoho Desk account. It allows users to track both ongoing and completed mass and bulk actions. 

Note: Users with the Light Agent profile do not have access to the bulk actions log.

The log is divided into two sections:

1. Bulk Action Log: This section contains two tabs—Initiated and Completed.
1. Initiated: This tab displays bulk actions that are currently in progress or queued. It provides details such as the modules, actions taken, the date they were executed, the department involved, and the status of the action.
2. Completed: This tab shows the bulk actions that have been executed. It includes details like the modules, actions performed, execution date, departments, current status, and how many records have been updated.
   

1. Go to Setup > Data Administration > Bulk Action Log.
2. In the left pane, select Bulk Action or Mass Action.
3. Under the Initiated tab, view all the performed actions along with their status.
4. Under the Completed tab, view all of the actions that have been completed along with their status.