How can I perform bulk actions in customers app?

Updated on March 4, 2019 01:07am by Admin

Everyone may have come up with a situation, where you would like to update more than one customer record simultaneously. And this can be instantly done with the help of Bulk Actions.

The available bulk actions are:

  • Update - This lets you bulk update the Customer information, Contact information, Additional information and so on. You can also bulk update the Ref App Fields.
  • Remove Values - This lets you remove the associated tag values and territories in bulk.
  • Email - This lets you send emails to customers in bulk.
  • Add to Target List - This lets you add multiple customers in bulk to the target list.
  • Export - This lets you export the customers in bulk.
  • Delete - This lets you delete the customers in bulk.

For instance: Imagine, you would like to update the tags associated with multiple customers. In that case, instead of manually selecting and updating those records, the customer records can be bulk selected and the tags can be updated instantly.

Steps to Bulk Update the Customers

  1. Go to the Customers App.
  2. Click on “Show All” from the left navigation panel.
  3. Select the customers for which you would like to update the tag.
    select customers
  4. On selecting multiple customers, the “Bulk Action” button gets activated. Now, click on the “Update” -> “Customer Information” -> “Tags”.
    bulk action tags
  5. The Bulk Actions Tags popup will be displayed, where select the required tag from the drop-down.
  6. Click on “Update”.
    click update
  7. You can now see that the tags are updated for those selected customers successfully as shown below:
    tags bulk updated

Steps to Remove Tags in Bulk

Besides updating the tags in bulk, one can also remove the associated tags in bulk from the customer records. To do so, go through the steps below:

  1. Select the customers for which you would like to remove the tag values.
  2. On selecting multiple customers, the “Bulk Action” button gets activated. Now, click on the “Remove Values” -> “Tags”.
    remove values tags
  3. The Bulk Remove Tags popup will be displayed where select the required tag from the drop-down.
  4. Click on “Remove”.
    click remove
  5. You can now see that the tags are removed from those selected customers successfully as shown below:
    bulk removed tags

Related Links