Customers - Bulk Actions


Bulk Actions are a selection of fields that can be used to quickly update information on one or more items without having to edit them individually. 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.      Select entries to action by checking boxes on the left-hand side. Complete

             fields for selected entries.

            Note: Tax Types,Tags and Online Role Access can also be bulk removed by selecting the box on 

            the right-hand side of Bulk Remove.

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

            have been updated.

  6.       Select X to close pop up results window.