Batch processing of contacts allows you to update multiple contacts in one go. You can update various settings and data fields as well as produce a selection of documents. Using the batch processing options, you can:
Update fields:
- Add / remove tags from contacts
- Update contact status
- Update custom fields
- Update price list
- Update tax codes
- Update nominal codes
- Update "receive newsletters"
- Add notes
Produce documents:
- Send emails
- Send SMS
- Assign to employees
- Delete
- Merge
- Print labels
- Print letters
- "Touch" (mark as spoken to)
Batch Processing
To run a batch process view your customer or supplier lists and apply filters as desired. Tick the checkbox next to any contact to be processed. Use the -More- drop-down menu and the buttons to select the required operation.
