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

  1. Login and access Customers App from your universal navigation menu bar.
  2. Click on “Show All” from the “Lists” drop down from left navigation panel.
    show-all
  3. Update the bulk Customers by selecting the "Check box" against the required Customers.
  4. Once you select more than one Customer, “Bulk Actions” drop down gets available.
    bulk-actions
  5. Click on “Update” drop down to view all possible actions.
    update
  6. 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.
    select-category
  7. Now “Bulk Action : Category” popup emerges and select a tags or multiple tag for those Customers.
    bulk-update
  8. Click on “Update” button, to complete. You view the updated category as "Software Tester"
    updated-the-customer