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.
- 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”.
- The Bulk Actions - Status popup will be displayed, where select the required value from the dropdown.
- Click on “Update”.
- You can now see that the statuses are updated on those selected customers successfully.
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”.
- The Bulk Remove - Territory popup will be displayed where select the required territory from the dropdown.
- Click on “Remove”.
- You can now see that the territories are removed from the selected customers.
Related Links
