Budgets - Bulk Actions


Bulk Actions - Budgets

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}.