# Bulk Edit Customer, Contact and Company

### Bulk edit customer <a href="#bulk-edit-customer" id="bulk-edit-customer"></a>

Go to **Sales** and click on **customer**

![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252Folxjz3Zh8OseZSg6lmQM%252F0.png%3Falt%3Dmedia\&width=768\&dpr=4\&quality=100\&sign=4396ba9a\&sv=1)

On the customer page, click on the **list** **view**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FbJJxm5PkCEJN8teA3YDk%2Fimage.png?alt=media&#x26;token=0a5cee54-9061-4bbc-8ee6-2ef172062a8e" alt=""><figcaption></figcaption></figure>

In **list** view, select the record that you would like to **edit** in **bulk**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F6XRLSNAdYTNBrJzQu3CH%2Fimage.png?alt=media&#x26;token=6ad90b22-555a-45e0-b00c-f8eec8d17987" alt=""><figcaption></figcaption></figure>

As you select the records, the **edit and delete** buttons will be enabled

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F9frjLUNhE7nJcWcznNmC%2Fimage.png?alt=media&#x26;token=3430da21-271c-4103-b234-4a4d48b2f075" alt=""><figcaption></figcaption></figure>

Click on the **Edit button**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2Fk2ul5DBvti8Z1PCy2Ghb%2Fimage.png?alt=media&#x26;token=86ae4d7b-f23f-411e-9013-1408f7eff890" alt=""><figcaption></figcaption></figure>

Select the value in the **pop-up** and click on the **+ button**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F87kSvLceVlCp0PKg69Nz%2Fimage.png?alt=media&#x26;token=185ae5c4-85ce-4e15-ae7d-aa0f6d8a41b0" alt=""><figcaption></figcaption></figure>

Select the **billing city** and click on **save**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F1RwSFsAYV4AIXcoDISbF%2Fimage.png?alt=media&#x26;token=26d0c1b3-dbb4-4b36-9eb8-e932323f53ec" alt=""><figcaption></figcaption></figure>

A new **city** will be added for the selected records

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FlTtr9EbwDLUo8X1jK4e9%2Fimage.png?alt=media&#x26;token=06c51e66-82aa-4702-ae59-ff5321babb1e" alt=""><figcaption></figcaption></figure>

### Bulk delete customer <a href="#bulk-delete-customer" id="bulk-delete-customer"></a>

Go to **sales** and click on **customers**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FyVPnZ6axdOneR7dfJOa3%2Fimage.png?alt=media&#x26;token=a04c140e-8fb7-4ae3-8d88-45a1056b3e6e" alt=""><figcaption></figcaption></figure>

On the customer page click on the **list** **view**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2Fkr7d4XWetrdlz8tY3RTI%2Fimage.png?alt=media&#x26;token=7d4c31a4-fe21-4f4c-a3d5-66e4e560eddd" alt=""><figcaption></figcaption></figure>

Select the **records** that you would like to **delete**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F7oVUXZdE0VB6DTfoXjBv%2Fimage.png?alt=media&#x26;token=c38454f7-e5ca-4e16-8260-3285302009e8" alt=""><figcaption></figcaption></figure>

As you select the records **edit and delete** buttons will be enabled

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FOC2AeUnWnYj1tXehJeKt%2Fimage.png?alt=media&#x26;token=bc90fee5-0506-4c88-a7e0-109d24c94cc5" alt=""><figcaption></figcaption></figure>

Click on the **Delete button**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FIXSICnWVz7p1qa8wSS6H%2Fimage.png?alt=media&#x26;token=00d1c5a2-0b83-455b-8bc0-66395101afd0" alt=""><figcaption></figcaption></figure>

Give your confirmation in the **pop-up** and the record will be deleted

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FvwhBY2wsOz0kW07a18Nb%2Fimage.png?alt=media&#x26;token=1dc7a4fe-9f02-463b-9919-0765632040df" alt=""><figcaption></figcaption></figure>

### Bulk edit contact <a href="#bulk-edit-contact" id="bulk-edit-contact"></a>

Go to **sales** and click on **contacts**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FeBjqc2uQX3ssq89CU4PI%2Fimage.png?alt=media&#x26;token=5cb93fce-76c8-477a-bf41-075964bc4939" alt=""><figcaption></figcaption></figure>

On the **contact** page click on the **list view**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F9HacrrAQlvcqM3SnYj3J%2Fimage.png?alt=media&#x26;token=d23715fe-a722-4cf2-bafd-adac629fcbe3" alt=""><figcaption></figcaption></figure>

In the **list** view select the records that you would like to edit

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2Fe1TyL7KK1FCliR3yQQ5U%2Fimage.png?alt=media&#x26;token=86ffd8ef-b286-49c5-88ab-d4c7335ea242" alt=""><figcaption></figcaption></figure>

As you select the records **edit and delete** buttons will be enabled

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F2ote3UCGjmKiWpgel6M3%2Fimage.png?alt=media&#x26;token=5e782007-2629-4938-a6fd-3357292bb7b3" alt=""><figcaption></figcaption></figure>

Click on the **edit**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FnB1OwfiB9Er1vAFmOKW0%2Fimage.png?alt=media&#x26;token=de8c45d3-44df-4ade-ab43-8a2364de999e" alt=""><figcaption></figcaption></figure>

Select the value in the pop-up and click on the **+ button**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2Ft6falfT2t21AcKuUH8cT%2Fimage.png?alt=media&#x26;token=062c2723-7d96-49a3-99b1-a42b5ac98e99" alt=""><figcaption></figcaption></figure>

Select the **assigned to** member and click on **save**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FiAZq6v33lcIp7Qh10Z4n%2Fimage.png?alt=media&#x26;token=2ca7ad59-7179-4991-9a8e-1cedf6c2b6f4" alt=""><figcaption></figcaption></figure>

New **assigned to members** will be changed for the selected records

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FhuWcaVaFA0KJlvuPqa7X%2Fimage.png?alt=media&#x26;token=dfbddbd4-d665-4c40-add8-f443f740ac2e" alt=""><figcaption></figcaption></figure>

### Bulk delete contact <a href="#bulk-delete-contact" id="bulk-delete-contact"></a>

Go to **sales** and click on **contacts**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2Frs1mws26BZMLy4nR3x69%2Fimage.png?alt=media&#x26;token=0886a82a-b444-4cb0-9c77-f05a0e04ee26" alt=""><figcaption></figcaption></figure>

On the **contact** page click on the **list view**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FhRi6g3Qo2cfTZh8HKSfH%2Fimage.png?alt=media&#x26;token=899283e7-ee2f-4099-87bf-91efe81bec3f" alt=""><figcaption></figcaption></figure>

In the **list** view select the **records** that you would like to delete

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F3d2gVQWGovegXg5tbFtU%2Fimage.png?alt=media&#x26;token=af556a90-ac9d-4211-b76d-46627e4e963d" alt=""><figcaption></figcaption></figure>

As you select the records **edit and delete** buttons will be enabled

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F1j0oSCyY1am21kjAUBD7%2Fimage.png?alt=media&#x26;token=c5890665-553c-4e35-8b62-735d8affaf49" alt=""><figcaption></figcaption></figure>

Click on **delete**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FdFT68VQBLKWhYVCpAdOa%2Fimage.png?alt=media&#x26;token=526b2e78-50c8-4b43-b240-770234be1198" alt=""><figcaption></figcaption></figure>

Give your confirmation in the **pop-up** and the record will be **deleted**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FzM3wM8E559IYfnSLmvG2%2Fimage.png?alt=media&#x26;token=edc98d5a-3b85-4178-982a-f299b7ca515b" alt=""><figcaption></figcaption></figure>

### Bulk edit company <a href="#bulk-edit-company" id="bulk-edit-company"></a>

Go to **sales** and click on the **company**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F6av2xbL19Po89abwLGmL%2Fimage.png?alt=media&#x26;token=65e6710d-1cc0-4f6a-b275-4d77e68cbd3b" alt=""><figcaption></figcaption></figure>

On the company page click on **List** **view**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FPRircLmF3ZuD7Z2KHOwu%2Fimage.png?alt=media&#x26;token=35b28cf1-a1af-49fb-b2b1-b2afecea49bc" alt=""><figcaption></figcaption></figure>

In the **list** view select the **records** that you would like to delete

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FfbNaM2npkRj0gO1DY9gb%2Fimage.png?alt=media&#x26;token=59c876e4-0508-43be-9e84-f8d62acefa41" alt=""><figcaption></figcaption></figure>

As you select the records **edit and delete** buttons will be enabled

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2Fwtce1rg9PuvPYIxC29Ng%2Fimage.png?alt=media&#x26;token=56df3039-fa86-4c14-a45b-15df9a3a73bc" alt=""><figcaption></figcaption></figure>

Click on **edit**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FwSmt7hqCpNJ6YigzzGGv%2Fimage.png?alt=media&#x26;token=16b5cdcb-6fd7-4726-b4b9-bccc93634171" alt=""><figcaption></figcaption></figure>

Select the value in the **pop-up** and click on the **+ button**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FnxCRQJYLLJzVhFXolWjy%2Fimage.png?alt=media&#x26;token=ad3da5ad-c5c7-4473-9528-b044167e35ec" alt=""><figcaption></figcaption></figure>

Select the **industry** and click on **save**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FnfZk2BpFyyBzbXp3YytT%2Fimage.png?alt=media&#x26;token=32bdf47d-fa0d-4b48-b854-6f16d520828d" alt=""><figcaption></figcaption></figure>

The **industry** will be changed for the selected records

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FCG9bn1HPUPfbM3yTIHwZ%2Fimage.png?alt=media&#x26;token=f2fcede5-b630-4b74-95a4-b288e3a0d93f" alt=""><figcaption></figcaption></figure>

### Bulk delete company <a href="#bulk-delete-company" id="bulk-delete-company"></a>

Go to **sales** and click on **company**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FLKKcUZhpL4t5vVdbF8sE%2Fimage.png?alt=media&#x26;token=1f05287a-f3e9-4af4-9e16-6bf582c65255" alt=""><figcaption></figcaption></figure>

On the **company** page click on the **list** view

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F9hDZDegpVZEIBQfQ5cEi%2Fimage.png?alt=media&#x26;token=026292a0-e30f-4fbd-b1f3-87a0edefb270" alt=""><figcaption></figcaption></figure>

In the list view select the **records** that you would like to delete

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FIl2yBgaakO0zaFPXkK2R%2Fimage.png?alt=media&#x26;token=a30ec8e7-2020-4873-a639-4f26ad38878b" alt=""><figcaption></figcaption></figure>

As you select the records **edit and delete** buttons will be enabled

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FA868SLBTxb2En10RixSl%2Fimage.png?alt=media&#x26;token=4d66ca09-2dfa-462f-a8a4-045a588b624c" alt=""><figcaption></figcaption></figure>

Click on the **Delete button**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FrzBeqxRkZaefAPNfEzhB%2Fimage.png?alt=media&#x26;token=af260e0b-1d2a-418c-9672-13eacf3478e1" alt=""><figcaption></figcaption></figure>

Give your confirmation in the **pop-up** and the record will be deleted

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FxLMzV5wiKUF7qfK7IO5n%2Fimage.png?alt=media&#x26;token=62b38f94-73f6-4711-991d-c138264f2143" alt=""><figcaption></figcaption></figure>
