> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/crm/bulk-edit-customer-contact-and-company.md).

# 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="/files/iUYoEthFRGnh4wy8DBNu" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/UNlswmWLWsfrBH0J8n82" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/ZwnkAWJyUBdrAnrGbSLa" alt=""><figcaption></figcaption></figure>

Click on the **Edit button**

<figure><img src="/files/qbQmAJLKFFcH84BLeDLl" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/kjlg32e7A6x4sUB573sN" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/m5pGNxgElkdYNp6JsRPZ" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/6dMOpRQNdwnXK7BeVZu4" 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="/files/Ow5l0vEmDKUx0vzL81Qp" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/Z4TfSovWeQHR3LMDlfSV" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/VZM9GcBw5AHyV6CMW7mE" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/bSM1wCrckPSQUWPkvor0" alt=""><figcaption></figcaption></figure>

Click on the **Delete button**

<figure><img src="/files/w8EAveE22IKOdrVYBJiR" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/fApBMkXIQtQKxVuVi7QF" 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="/files/QGhfrJENgEXFwZ1nVHl4" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/FIm0y2dUvEiIC4L4ic9Z" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/Kw9x9Cy4GhrKwQyeUNsw" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/fiU3sflejrwU4bj9aRUD" alt=""><figcaption></figcaption></figure>

Click on the **edit**

<figure><img src="/files/tAOrXhuHmDXC3KpGU6ON" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/Q5RjsW65l16WEUdLN1OK" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/n5aNMwa0k5oAglgeOl5f" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/ryq2dQKdB0rM0p2GhTnj" 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="/files/Yf2G7yORCR6cEFImEp6x" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/gxORdXj5LDF2QMYoZkxL" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/2GZBUG7lX9Uv4rgseele" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/zvhAMAkEup3EFuiudUXz" alt=""><figcaption></figcaption></figure>

Click on **delete**

<figure><img src="/files/gD059utBDllysErFBykF" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/9LjtAyK1ePZKUuZ4Dy7Q" 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="/files/SULNnt4PuMVDdMPCv4mE" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/fsV2tceCG3WkCMbzPfKD" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/FqByuOCwG3UAhkczmA9Q" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/FbzDOqRPr3wF0wdsSywb" alt=""><figcaption></figcaption></figure>

Click on **edit**

<figure><img src="/files/sa7UlGJCzECpXPkScrvn" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/tnrPhWWtLHrBI2sNJB0P" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/raugqgpj849rJf9uCKe5" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/xLOHlexDB5Bnbdjtn4KE" 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="/files/ls7fWqNaWuPmdWVMJyJm" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/340vsFvMG6L951G4e5TK" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/veY0J1dtVWi60DTGhJ8k" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/H1AhFKru9RdcxwxspLUu" alt=""><figcaption></figcaption></figure>

Click on the **Delete button**

<figure><img src="/files/CbLMTBjOf49zNLNS5NS7" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/jrJgvpTGbeB6szPLr90G" alt=""><figcaption></figcaption></figure>
