Bulk Actions are a selection of fields that can be used to quickly update information on one or more Customers without having to edit them individually. It also allows for quick updates to information without opening the Customer View page. The system will determine if a recalculation needs to be done based on the Bulk Actions tool being used and the fields that are being updated.

Step      Action

  1.        Select {CRM}. The page should open on the Customers tab.

  2.        Select entries under Customers to action by checking boxes on the left-hand

             side. You can action all entries by checking box to left of {New} under

             Customers.

  3.       Select {Bulk Actions}. A modal window will open.  

  4.      Complete the fields. The selection box on the left-hand side will automatically be checked when 

           the field is filled out. 

           Below is a list of the all fields available on the Bulk Actions modal for Customers:

 Bulk Remove is also available for some fields. To use Bulk Remove option, check Bulk Remove     box on the right-hand side of item name.

5. Select {Save}. A results window will pop-up to indicate the selected customers have been updated.