Mass create operator records from contact records

Applies to User Roles:

System Administrator

To mass create operator records from contact records, follow these steps:

  1. Click Support > Contacts.
  2. Type or select optional search criteria to find the contacts for which you want to create operator records.
  3. Click Search.
  4. In the record list, open the More Actions menu.
  5. Click Mass Create Operators.
  6. Follow the prompts to create the operators.

Note You can run the mass create function to create operator records only once. If you run the function again, it stops when it encounters the first contact record for which an operator record already exists.

Related topics

Synchronization between contact and operator records
More Actions menu

Mass create contact records from operator records
Create an operator record from a contact record
Create a contact record from an operator record