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Bulk actions

Select clients on the Clients page, then act on all of them at once.

Who can do this

Action Needs
Edit selected Bulk Edit
Send email, Send Text Send Bulk
Add workflow note CRM Access
Delete selected Delete Clients
Export Export Clients

Actions you don't have the right for show a lock and No access.

Select clients

  • Tick the box at the start of each row, or Ctrl-click (Cmd-click on a Mac) the rows.
  • Shift-click a second row to select everything in between.
  • The box in the heading selects in steps:
    1. The first click selects the clients loaded on the page.
    2. The second click selects every client that matches your search and filters, across all pages.
    3. The third click clears the selection.

A bar appears at the bottom of the page with how many clients you've selected, the Bulk Actions menu, and Export.

Three clients ticked in the Clients table. The bar at the bottom reads "3 clients selected", with the Bulk Actions menu open above it showing Edit selected, Send email, Send Text, Add workflow note and Delete selected, and an Export button beside it

Edit many clients at once

  1. Choose Bulk Actions → Edit selected.
  2. Pick a Field and set its Value. Click Add another field to change more than one thing.
  3. Click Review Changes, check the summary, then Confirm & Update.

Every selected client gets the same values. You can change the Responsible Manager, the Status and most custom fields.

Warning

A bulk edit can't be undone. The review step lists exactly what will change — check it carefully.

Email, text or note many clients

  1. Choose Send email, Send Text or Add workflow note. A writing panel opens at the bottom of the page.
  2. Write your message. For an email, add a Subject, and choose Send from if you have more than one address. For a note, you can tag people, set a priority and a due date, and mark it Sensitive.
  3. Click Review & Send, check the preview, then Send now.

The panel shows progress as it sends. You can click Continue working and carry on — just don't refresh the page until it's finished.

  • Bulk emails go to each client's contacts that have an email address, skipping contacts who unsubscribed from bulk emails. Texts likewise skip contacts who unsubscribed from bulk Text.
  • Email attachments can add up to 20 MB.
  • If sending stops part-way, Edit & Resend Anyway sends again to everyone — some clients may then get the message twice.

Delete many clients

  1. Choose Bulk Actions → Delete selected.
  2. Type delete to confirm.

Deleted clients can't be brought back from the CRM. See Merge or delete clients.

Export to a spreadsheet

  1. Click Export.
  2. Tick what to include: client details, the responsible manager, contacts, up to 20 custom fields and up to 20 custom tables — for each table, tick the columns you want.
  3. Click Export.

Your browser downloads a CSV file of the clients — plus one CSV per custom table you chose. Progress shows under the notifications bell at the top of the page.