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

# Bulk Edit Customer, Contact and Company

## Bulk edit customer

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

<figure><img src="/files/OV1kfqT4wYqlSnk5f4vA" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/PWsE4pWL40J1TGibfMam" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/aoWi0sCVgA2yOQFlQijm" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/1x5gnrKmMYieqVHHguX9" alt=""><figcaption></figcaption></figure>

Click on the **Edit button**

<figure><img src="/files/DOJHM9qrcw7LAyNu7xfl" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/hIBJVWlzvu7602NsjRhY" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/o9HGZxZPJ4iuTpZ60wC3" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/aEEmm7QNBUUz0qrbSRVU" alt=""><figcaption></figcaption></figure>

## Bulk delete customer

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

![](/files/9HxTLsn0fpPqvnJDCPTQ)

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

<figure><img src="/files/0VEXOP3YItqP7nHQHB86" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/VtXNIWfwQpKNBTY5uh3p" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/pmi1ZkRH7WhepsrTNhGc" alt=""><figcaption></figcaption></figure>

Click on the **Delete button**

<figure><img src="/files/K8fRciFUaISCGmL0KdUz" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/988P76QWvzExKjJyoTDG" alt=""><figcaption></figcaption></figure>

## Bulk edit contact

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

![](/files/8YJRYmVQRvguKny2ZsHL)

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

![](/files/gOBRtZifvGWnkE5OiVWl)

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

![](/files/CZvegTY43dxkmA9LHnqL)

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

![](/files/7YoDKqhuV53r8tQLkm0Q)

Click on the **edit**

![](/files/XEIh7QYTM9SdKEojTn1r)

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

![](/files/oKjT4EUp20ewVqUf3sAn)

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

<figure><img src="/files/bCeWXAQezqsuousTTeA1" alt=""><figcaption></figcaption></figure>

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

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

## Bulk delete contact

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

<figure><img src="/files/tI2iRhMOhwk8xVnRVnIg" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/dWNa9nre7GWBp5JA4Q1p" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/Nch3ikom2affleOWHdrv" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/D5t6Wvr94xTvCsKr6rof" alt=""><figcaption></figcaption></figure>

Click on **delete**

<figure><img src="/files/nNzk50NRbxgilnoi6TZm" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/Aa8z3rIk15po5qb2o5RY" alt=""><figcaption></figcaption></figure>

## Bulk edit company

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

<figure><img src="/files/y3h1zUQOf23KgCFtn3my" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/bQqojvsUE6JBQSmOppHS" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/hZhDqi8bxPztjUr7OxlN" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/kXWAEbtoRlw29mCokoEE" alt=""><figcaption></figcaption></figure>

Click on **edit**

<figure><img src="/files/iwIF34V1lbPhzpfmTs8g" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/pGqp8a49GFWyenbC1w11" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/bStmeqwM3SuIlZvQe5lk" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/SScvu23NRs7sRzZUUwii" alt=""><figcaption></figcaption></figure>

## Bulk delete company

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

<figure><img src="/files/ITDJ2shw1CcDUHrG9wT5" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/DI4SigdX4fSADI46tVDN" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/KQ227HLTZAuXjgGg7v3Y" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/Ln4zbnRIjwOWkqKkfplA" alt=""><figcaption></figcaption></figure>

Click on the **Delete button**

<figure><img src="/files/mOEzCLfSm21PgqmVMID8" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/huJG941ZBxb2F03x50aD" alt=""><figcaption></figcaption></figure>
