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Bulk manage visits, visitors and companies

Cleaning a year of visits, correcting a company across hundreds of records, purging obsolete visitors: the Tools section offers three bulk screens designed for mass maintenance, with the same filters as the daily lists.

Bulk manage visits

  1. Open Hamilton Visitor, click Administration, then "Visits management" in the Tools section.

  2. Target the visits: search by visitor, company, resident, badge or purpose, set the date and site, and click Search — "The visits list" shows the matches.

  3. Select the visits and apply the maintenance action (correction, closure, deletion) — "The modification was successful" confirms.

Bulk manage visitors

  1. In the Tools section, click "Visitors management".

  2. Same principle on visitor records: target with the filters, select, and apply the action.

Bulk manage visitor companies

  1. In the Tools section, click "Visitor companies management".

  2. Target and maintain companies in bulk; combine with "Company change for a visitor group" to re-attach visitors when merging companies.

Work safely

  1. Filter narrowly before selecting: date range, site, exact company.

  2. Export the list first (left-menu Export tool) — your undo insurance.

  3. Run one action on a small batch, verify, then scale up.

Good to know

  • These bulk screens need the Tools administration right — see "Manage users and rights groups".

  • For identity duplicates, the deduplication tool is the right instrument — see "Import data and clean up duplicates".

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