Step Action
1. Select {Settings} and then select {Budgets} under Customer.
2. Select entries under Budgets to bulk action by checking boxes on the left-hand side. To
bulk action all entries, check box to left of {New} above Code column.
3. Hover mouse over Bulk Actions and select {Budgets} from the drop-down. The Budgets Bulk Action modal will open.
4. Make required changes.
5. Select {Save}.
Bulk Actions - Contacts
Step Action
1. Select {Settings} and then select {Budgets} under Customer.
2. Select entries under Budgets to bulk action by checking boxes on the left-hand side. To
bulk action all entries, check box to left of {New} above Code column.
3. Hover mouse over Bulk Actions and select {Contacts} from the drop-down. The Add
Contacts modal will open.
4. Check box on left-hand side of Name for each contact to be added.
5. Select {Add}.