# Bulk Edit Customer, Contact and Company

## Bulk edit customer

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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Folxjz3Zh8OseZSg6lmQM%2F0.png?alt=media" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F663pc2V9P5AQeETKRrld%2Fimage.png?alt=media&#x26;token=94ed2366-2e29-4b70-953d-6b32a9f20b59" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FbPEtZeyXrWXTZQPJnw2J%2Fimage.png?alt=media&#x26;token=c4451273-4d3e-4208-844b-f80a1f440a5f" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FcyJkX9q2vEbYf7ExNb7f%2Fimage.png?alt=media&#x26;token=2f4200b9-639a-494e-9a4a-b6a817193cc8" alt=""><figcaption></figcaption></figure>

Click on the **Edit button**

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F3BE8IAM8WP3ayrpkZzzI%2Fimage.png?alt=media&#x26;token=d10366d8-988b-46f4-bc18-03186d969fee" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FIuA2WI2jwC2GgLb2RpKP%2Fimage.png?alt=media&#x26;token=aff0217e-7e6b-4c82-8586-b90dec688597" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2ForeLtGTOqaCTOxi1QccF%2Fimage.png?alt=media&#x26;token=700929ce-b34d-4e93-addf-995c7ce0eb37" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FPEB0ZZuxogu2lwyO9eAL%2Fimage.png?alt=media&#x26;token=fd8ecc4f-2425-4a27-9f3c-512a3a7124c6" alt=""><figcaption></figcaption></figure>

## Bulk delete customer

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FW6OWh4ROTegwobOPqaN3%2F8.png?alt=media)

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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FIN0CTgqzIBcp4iyfhFsZ%2Fimage.png?alt=media&#x26;token=a15bc9b9-c18a-4f20-b7b6-5ffc0826ff61" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FPE6dNxpmP2NKMtwtXWKL%2Fimage.png?alt=media&#x26;token=ae88c88f-641a-45e5-bce4-9bff65cf4131" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FevBQeWFNx7yoTpNP1YmZ%2Fimage.png?alt=media&#x26;token=313486ef-4899-45bd-b499-1f3b08108c0f" alt=""><figcaption></figcaption></figure>

Click on the **Delete button**

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F0u4w6ezWE1mfKgWuQjej%2Fimage.png?alt=media&#x26;token=3b829ca2-0ff7-466d-8132-cb78733c20d5" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FZdHuKv4w5hx24VvZrT38%2Fimage.png?alt=media&#x26;token=7be6eca4-f545-4d68-b64b-2682ee3a0eb4" alt=""><figcaption></figcaption></figure>

## Bulk edit contact

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FoXQMdgIZCYptKQtm3XuM%2F14.png?alt=media)

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FWrqhTNPpzjaI52BDvhJE%2F15.png?alt=media)

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fb7og5iw8cicdsSs0l4Sd%2F16.png?alt=media)

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FIFG3beje2vSPcuBXs9VS%2F17.png?alt=media)

Click on the **edit**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fixtt9IxYxjmE9GPtjkbM%2F18.png?alt=media)

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FDJcNdgUn2ZWVEWYY5Afq%2F19.png?alt=media)

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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FCKSEOGduZ81aOYdTFI41%2F20.png?alt=media" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F3311oXOpmJXbizFXcHkD%2Fimage.png?alt=media&#x26;token=29d44ea8-9acf-41df-a822-1f613727437b" alt=""><figcaption></figcaption></figure>

## Bulk delete contact

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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FxKO242n56Bnc9vczA9hV%2Fimage.png?alt=media&#x26;token=3ce7e547-0a53-49e2-8463-3072afb738cd" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fr36QHUmGeGV7B4mHQZk7%2Fimage.png?alt=media&#x26;token=e954be39-349b-49e7-8a30-88519888a725" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FLTxUFfwYmdK2fFgiOIVT%2Fimage.png?alt=media&#x26;token=bb471c9a-a680-4eb0-ae1a-fe8954e7b8d1" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FIs93EdH1dtzaKalXIyY0%2Fimage.png?alt=media&#x26;token=e7e37ab2-f83f-4e9b-98ca-0b6f498b5543" alt=""><figcaption></figcaption></figure>

Click on **delete**

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F7itIvMXheuvHbIMiussF%2Fimage.png?alt=media&#x26;token=916deda4-e7f9-438e-8ccf-699d89969e14" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FVQcx6gZsoHE3sw5WYmII%2Fimage.png?alt=media&#x26;token=6d5c71b5-15b7-4e4e-bffb-788b6b0222cb" alt=""><figcaption></figcaption></figure>

## Bulk edit company

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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FuMQ5BYgis6C3tmYau1bF%2Fimage.png?alt=media&#x26;token=fba01887-7d11-410e-b321-1fc1b307d0ad" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FzQkSSVeuWjSD0oXi0xKw%2Fimage.png?alt=media&#x26;token=4e2561a1-c93c-4919-a293-32803c1265d8" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FCIDyGBgXSr6zzE4a6OK4%2Fimage.png?alt=media&#x26;token=c4183c6a-81cf-4058-a16c-37d9ea53a001" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fwi60IEMPWVaq3cw4Qvbr%2Fimage.png?alt=media&#x26;token=0d54c5e3-1f8e-4e59-8de8-8683fbe69d80" alt=""><figcaption></figcaption></figure>

Click on **edit**

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FODDWp0IYaHGLNAghD5Tu%2Fimage.png?alt=media&#x26;token=7622022e-0baa-427a-a266-540d2f7030d9" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FXpmEnLftvhpuXziR5IoK%2Fimage.png?alt=media&#x26;token=f4652caa-ae35-4d24-81b6-ea212fc1b578" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FjCgatJYGNNhJAvhQP1XB%2Fimage.png?alt=media&#x26;token=a732ccfe-f52b-4c4b-b726-6f6a33bc496d" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F7jkXP3FzyH0XL9sw6Rzf%2Fimage.png?alt=media&#x26;token=35559914-a086-449e-9dde-3b5a123f5645" alt=""><figcaption></figcaption></figure>

## Bulk delete company

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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FRhuiKE4XQnXjisFxMb4M%2Fimage.png?alt=media&#x26;token=0e51b6f8-975e-48ef-8fdc-75ddba0246b5" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FS5Dw1ocsfDHTvBNbvWxu%2Fimage.png?alt=media&#x26;token=6ad97cc6-d6c4-4f90-a67f-e71dbba3b495" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FlX60guRO78wV3QRsPlVi%2Fimage.png?alt=media&#x26;token=54a18a7d-4143-4296-ac5a-32e4c405d093" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FAmFwZS542YRUDzW19HzL%2Fimage.png?alt=media&#x26;token=70242478-1797-4a85-b94e-04af138dc35d" alt=""><figcaption></figcaption></figure>

Click on the **Delete button**

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fuk1RrqYVggTMR4Im4P4b%2Fimage.png?alt=media&#x26;token=04b00b27-9c39-4e2c-9da9-a03b5089e2cf" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FuiIR3qjIbkFLnVkoIcRS%2Fimage.png?alt=media&#x26;token=4a9fb88c-72a1-4ec6-a45c-002025855466" alt=""><figcaption></figcaption></figure>
