On the Clients screen, you have the option to edit multiple clients at once. This is called bulk editing. The following fields can be edited in bulk:
- Client-as-of date
- Status
- Type
- Primary SuccessCycle (appears as "SuccessCycle")
- Assigned CSM
- Assigned sales rep
Bulk editing a segment
To edit details of a segment:
1. Select the segment from the Segments menu on the Clients Screen.
2. Verify that the clients in the segments are indeed the ones that you want to edit. Note the count to the right of the segment name in the toolbar that indicates how many clients are in the segment.
3. Select "Bulk edit" from the contextual menu that appears to the right of the Segment name in the toolbar.
4. Check the checkbox and set the new value for each of the fields that you would like to change.
5. Click Save.
Bulk editing an ad hoc list by manual selection
To bulk edit an ad hoc list of clients that you select manually:
1. Select the segment from the Segments menu on the Clients Screen.
2. Manually select each client that you would like to edit by checking the checkbox to the left of the client's name.
3. Confirm the count of selected clients to the right of the segment name in the toolbar matches the number of clients that you expect to change.
4. Select "Bulk edit selected" from the contextual menu that appears to the right of the Segment name in the toolbar.
5. Check the checkbox and set the new value for each of the fields that you would like to change.
6. Click Save.
Bulk editing an ad hoc list by filtering
To bulk edit an ad hoc list of clients by filtering:
1. On the Clients screen, apply one or more filters to isolate the clients that you would like to edit.
2. Confirm the count of selected clients to the right of the segment name in the toolbar matches the number of clients that you expect to change.
3. Select "Bulk edit" from the contextual menu that appears to the right of the Segment name in the toolbar.
4. Check the checkbox and set the new value for each of the fields that you would like to change.
5. Click Save.
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Thanks for this detailed guide! Bulk editing makes client data management way more efficient, especially when you're working with large segments or constantly updating statuses. It reminds me of tweaking game data in Traffic Rider Mod APK—being able to adjust settings or performance in bulk can save tons of time and keep things running smoothly. Whether it’s business or gaming, having the right tools to manage large sets of data makes a huge difference.
Bulk editing is such a time-saver, especially when managing a large client base. I appreciate how this feature lets you update key fields like assigned CSMs or status in just a few clicks. The ability to edit both predefined segments and ad hoc selections manually gives a lot of flexibility. Super helpful for keeping data clean and organized without spending hours on repetitive updates!
Bulk editing client data lets you quickly update multiple records at once on the Clients screen. You can edit fields like status, assigned reps, or client type by selecting a segment, manually picking clients, or using filters. Just choose “Bulk edit,” adjust the fields, and hit save. It’s as smooth as navigating missions in NextGen Truck Simulator Mod Apk , where managing upgrades and progress all at once keeps things efficient and fast-paced.
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