Adding a Data Field Value to Multiple Partners

Bulk Operations provide a way for Unifyr One Administrators to take action on a large number of partners in a few clicks rather than making a change to multiple individual partners. 

Add Field Value(s) allows you to add data values to multiple partners simultaneously. The values come from the Partner custom fields that you have configured. For more information, see Custom Fields.

To access the option, you must have selected at least one item in the Partner Accounts list. If no partners are selected, the option is grayed out.

1. Navigate to Partner Management > Partner Explorer > Partner Accounts.
2. Click the checkbox next to the partner(s) from the list whose details you want to modify. Alternatively, click the checkbox at the top of the leftmost column to select all accounts in the list.
3. Click ... > Add Field Value(s).
4. In Add field value to partner, check the checkbox next to the values you want to apply to the selected partners. 
5. Click Apply. You are asked to confirm that you want to update the selected partners.
6. Click Continue to proceed with the update, or Cancel to exit.
7. Unifyr One presents messages confirming when it has started processing your request, and when it has completed the field updates.