Bulk Update Records in ATZ CRM

The Bulk Update Records feature in ATZ CRM allows users to efficiently update multiple records across various entities such as Jobs, Candidates, Organizations, and Contacts. This functionality streamlines workflows, saves time, and ensures consistency when making updates to multiple records simultaneously.

Steps to Bulk Update Records

Step 1: Navigate to the Desired Entity

Begin by navigating to the specific entity you want to update. You can choose from the following entities:

• Jobs

• Candidates

• Organizations

• Contacts

• Deals

Step 2: Select Records

Use the bulk selection checkbox to select multiple records. Ensure you review the selected records before proceeding to avoid unintentional updates.

Step 3: Click on the Update Option

Once the records are selected, click on the Update option available in the interface.

Step 4: Update the Fields

Choose the fields you wish to update from the available options. 

Modify the values as needed for the selected records.

Step 5 : Save Changes

After updating the fields, click on Save to apply the bulk updates. The changes will be reflected across all selected records.

Important Notes

Review Selections: Double-check the selected records and updates to prevent errors.

By completing these steps, you can make the most of the Bulk Update Records feature to manage your data effectively in ATZ CRM.

Hope this help :)