Edit Multiple Customer Records Simultaneously

Edit Multiple Customer Records Simultaneously

  1.  Go to Customer > Customer
  2.  From the List view, select multiple Customer records by clicking the checkboxes to the left of the Customer records
  3.  Click Multiple Edit from the top right toolbar (this icon will not appear until a Customer record is selected

    Capture15edit.png

  4.  Add Company Name, Type, and Status
  5.   Click Save

 

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