Bulk Update
Bulk Update lets you quickly update multiple records at once by applying the same changes to all selected items in a single action.
By Devanshi1 author7 articles
- Bulk UpdateUpdate multiple records at once across Tasks, Contacts, Leads, Matters, Activities, and Invoices to save time and keep your data consistent.
- Bulk Update TasksUpdate multiple tasks at once by changing fields like status, assignees, due dates, tags, and more in a single action.
- Bulk Update ContactsUpdate multiple contacts at once by managing lead sources, referrals, tags, and more with a single bulk action.
- Bulk Update LeadsUpdate multiple leads at once by managing stages, timekeepers, members, tags, hiring status, and other lead details in a single action.
- Bulk Update MattersUpdate multiple matters at once by managing dates, members, tags, privacy, retainers, and other matter details in a single action.
- Bulk Update ActivitiesUpdate multiple time entries, expenses, and flat fees at once by editing common activity details in a single bulk action.
- Bulk Update InvoicesPerform actions on multiple invoices at once using the existing invoice actions with bulk selection and shared permissions.