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Phase 2 Navigation #4: Bulk Actions

Step by step process:

  1. 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.
  2. After you’ve filtered, you can select them all and at the bottom it gives you another option, Bulk Edit.
  3. Click here
  4. You can prompt it to change certain field data.
  5. So for example in this instance, for these customers, I might want to change their current status to a different status.
  6. I will just choose client status and I want to change them all to new.
  7. 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.
  8. Edit the client, click OK, and as you can see, all the client values and the statuses have been changed successfully.
  9. After completing this, you can clear your filters and you are done.

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