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



  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:


TermsQuote Document
Graphic ArtistTax Type Invoice Document
Sales RepDiscountLabel Document
InvoiceCredit LimitPacking Slip Document
Ship TypeCommission ContactStatement Document
Requires POCommissionGeneral Email
Customer Tags*
Login Email
Default Order Tags
Quote Email
Default Order Statuses
Proof Email
Default Item Statuses
Invoice Email
Online Payment Options*Online Ship Type OptionsShipping Email
Default Portals*Grant Automatic Product AccessStatement Email
Online Role Access*

* Bulk Remove available for this item. To use Bulk Remove option, check Bulk Remove box on the 

   right-hand side of item name.


   Italicized fields are multi-select fields, allowing more than one option to be selected from drop-down.

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

            have been updated.