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How to take action on several clients at the same time?

Here is the procedure for doing an action on several clients at the same time

Written by Mathieu Gagné

Step by step:

  1. Click on the “Contacts” tab.

  2. Click on the simplified client list.

  3. Select the picture of each wanted client to select them specifically.***

  4. Click on “Select an action” and choose the desired option.

  5. Choose “Go”.

  6. Confirm.

*** To select multiple client at once, click on the square.


More details on the different possible actions:


Add or remove customers from a group

The query builder allows you to add or remove customers based on criteria you define.

You can find more information in this article.

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