How can I perform bulk actions in the Customers app?

Updated on December 17, 2020 03:57AM by Admin

The Bulk Actions feature in the Customers App of Apptivo allows you to take actions in multiple customers at a time.

The available bulk actions are:

  • Update - This lets you bulk update fields available in the Customers app. You can also update the Ref App fields.
  • Remove Values - This allows you to remove the associated values in bulk.
  • Email - This lets you send emails to customers in bulk.
  • Add to Target List - This enables you to add multiple customers in bulk to the target list.
  • Export - This lets you export the customers in bulk.
  • Delete - This allows you to delete multiple customer records at a time.

Steps to Bulk Update the customers

  • Log into your Apptivo account and navigate to the Customers App. Click on “Show All” from the left navigation panel.
Customers app

  • Select the customers for which you would like to update the values.
  • On selecting multiple customers, the “Bulk Action” button gets activated. Now, click on the “Update” -> “Customer Information” -> “Status”.
Select Records

  • The Bulk Actions - Status popup will be displayed, where select the required value from the dropdown.
  • Click on “Update”.
Status Action

  • You can now see that the statuses are updated on those selected customers successfully.
Customers Updated

Steps to remove values in Bulk

  • Select the customers in which you would like to remove the territory values.
  • On selecting multiple customers, the “Bulk Action” button gets activated. Now, click on the “Remove Values” → “Territory”.
Remove Dropdown

  • The Bulk Remove - Territory popup will be displayed where select the required territory from the dropdown.
Remove Territory

  • Click on “Remove”.
  • You can now see that the territories are removed from the selected customers.
Territory Removed

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