Contacts - Bulk edit contact defaults
Bulk Edit/Updates - for all or a selection of Customers or Suppliers in particular Sales Defaults such as Sales Account, Invoice Due Date, Discount, Branding Theme and Region and Purchase Defaults such as Purchase Account, Bill Due Date and Region
3
votes
Trung G
shared this idea
Hi community, returning to the idea here it is possible to bulk update all these details for multiple contacts at a time through the export/import with CSV. You can read more on this in our help here.
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Kelly Beveridge
commented
This would be very handy. Older contacts retain any old Brading Theme for Sales Defaults and each has to be changed individually. This is absolutely ridiculous and a waste of time.