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How do I Bulk Update the Customer Records?
Updated on June 21, 2017 08:18PM by Admin
Bulk Update allows you to edit Customers records simultaneously. For instance, you want to update the customer records of a specific category, that is possible in Apptivo Customers App. That is with a few mouse clicks you can update the records instead of doing it manually which is very time-consuming.
lets walk through the same.
Steps to Execute Bulk Update
- Login and access Customers App from your universal navigation menu bar.
- Click on “Show All” from the “Lists” drop down from left navigation panel.
- Update the bulk Customers by selecting the "Check box" against the required Customers.
- Once you select more than one Customer, “Bulk Actions” drop down gets available.
- Click on “Update” drop down to view all possible actions.
- Let’s say if you want to update a bulk customers with similar category for selected Customers, Select “Customer Information -> category” from drop down menu.
- Now “Bulk Action : Category” popup emerges and select a tags or multiple tag for those Customers.
- Click on “Update” button, to complete. You view the updated category as "Software Tester"
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