Step by step process:
- In order to make bulk changes to your database, you can simply choose a few that you would like, select them all, or select certain customers with various statuses and additional fields.
- After you’ve filtered, you can select them all and at the bottom it gives you another option, Bulk Edit.
- Click here
- You can prompt it to change certain field data.
- So for example in this instance, for these customers, I might want to change their current status to a different status.
- I will just choose client status and I want to change them all to new.
- I also want to change all of their client values to a different value, so I’m going to choose a different one, and I’m going to change all the existing client values to something different.
- Edit the client, click OK, and as you can see, all the client values and the statuses have been changed successfully.
- After completing this, you can clear your filters and you are done.