Search result actions

At this point, we have our arms around the contact record, can navigate through the system, and now can conduct crazy searches to our heart's content. However, now that you've triggered a search and have the records you're looking for, what do you do next?

Sometimes, you'll conduct a search to find a specific record, and then navigate to the contact and perform some work on their data. However, more often you are searching for groups of records and want to perform bulk actions on either the full or partial result list.

CiviCRM accomplishes this through the action drop-down options. After conducting a search, select the All X records radio button or Selected records only (if you want to manually choose records from the result to take action on). This will enable the actions drop-down list. Choose your desired action and click on Go to continue.

As you can see from the list of options, there is no shortage of actions you may take. We will review them briefly, grouped according...