How to Bulk/Mass Update Your Clients
There are times when you may need to update all or many of your clients' information. Maybe you want to add new tags or you've added a new client card field, and already have the information for some of your clients. In these instances, it can sometimes be easier to create a spreadsheet with the information you want to be added and import it to update your clients.
However, to add a Tag, Change Status, or Delete all your clients at once, please follow the steps below:
- Click on Clients on the left side panel.
- Click on Select at the top of the page and choose All from the drop-down menu that appears.
- All the client boxes will be checked.
- The following bulk actions will appear: Manage tags, Change status, Delete or start a New engagement.
- The system will save your changes automatically.
Tip: Apply filters to narrow down the group of clients you want to update.
Please sign in to leave a comment.