create new ticket
check ticket statusBulk 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.
- Select CRM > Customers.
- Check the box next to the Customers that you would like to adjust.
- Select Bulk Actions.
Below is a list of the all fields available on the Bulk Actions modal for Customers:
General | ||
| Sales Rep | CSR | Graphic Artist |
| Customer Tags | ||
| Ship Type | Invoice | Terms |
| Default Order Tags | Default Item Tags | |
| Default Order Statuses | Default Item Statuses | |
| Financial | ||
| Discount | Credit Limit | Tax Type |
| Requires PO | Credit Card Processing Account | Default Handling Fee |
| Commission Contact | Commission | |
| Communication Defaults | ||
| Quote Document | Invoice Document | Label Document |
| Packing Slip Document | Statement Document | Credit Note Document |
| General Email | Login Email | Quote Email |
| Proof Email | Invoice Email | Shipping Email |
| Statement Email | Journal Entry Email | |
| Online Ordering | ||
| Language | Payment Options | Shipping Options |
| Default Portals | Customer's Budget Access | Automatically Grant Budget Access |
| Grant Automatic Product Access | Online Role Access |
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.