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:

         

General

Sales RepCSR
Graphic Artist
Customer Tags
Ship TypeInvoiceTerms
Default Order TagsDefault Item Tags
Default Order StatusesDefault Item Statuses
Financial

Discount
Credit LimitTax Type
Requires PO
Credit Card Processing AccountDefault Handling Fee
Commission Contact
Commission
Communication Defaults
Quote DocumentInvoice DocumentLabel Document
Packing Slip DocumentStatement DocumentCredit Note Document
General EmailLogin EmailQuote Email
Proof EmailInvoice EmailShipping Email
Statement EmailJournal Entry Email
Online Ordering

LanguagePayment OptionsShipping Options
Default PortalsCustomer's Budget AccessAutomatically Grant Budget Access
Grant Automatic Product AccessOnline 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.


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

            have been updated.