- How Bulk Actions WorkBulk Actions apply a single operation to a filtered list of clients, so your agency can message, update, or transfer many records in one run.
- How to Archive Clients via Bulk ActionsUse the Archive Clients bulk action to archive many clients at once, then find them again with the Archived filter on the Clients page.
- How to Assign Tasks via Bulk ActionsUse the Assign Tasks bulk action to add one or more task records, each with its own due date, to every client your search returns.
- How to Assign Users via Bulk ActionsAssign one user to every client matching your search filters with the Assign Users bulk action, and unassign current users in the same run.
- How to Create and Import Bulk Action TemplatesStar a bulk action so it appears under Saved Templates, then import a saved or sample template to create a new bulk action in one click.
- How to Create Bulk TemplatesStar a bulk action to save it as a bulk template, then import a saved or sample template to create a new bulk action in draft.
- How to Create Payments via Bulk ActionsCreate payment records for many clients at once with a Create Payments bulk action, setting the amount, location, dates, and status.
- How to Create Recurring ActionsSchedule a saved bulk action template to run automatically on a set frequency and time, and optionally only on your business days.
- How to Restore Clients via Bulk ActionsRestore archived or trashed clients in bulk by checking the Archived or Trashed filter, then searching an optional archived date range.
- How to Save and Reuse Bulk Action TemplatesStar a bulk action to save it as a template, then import that template into a new bulk action or run it on a recurring schedule.
- How to Schedule Recurring Bulk ActionsCreate a recurring action that runs a saved bulk action template automatically on a daily, weekly, monthly, quarterly, or annual schedule.
- How to Transfer Clients via Bulk ActionsTransfer clients to another agency with a bulk action, choose which related records travel with them, and archive the originals.
- How to Trash Clients via Bulk ActionsUse the Trash Clients bulk action to trash every client in one saved search, then find them again with the Trashed filter on the Clients page.
- How to Update Clients via Bulk ActionsRun an Update Clients bulk action to change the group, status, type, language, or organization on every client your filters return.
- How to Send a Mass Message Using Bulk ActionsUse a Send a Message bulk action to reach many clients at once, with search filters, added contacts, and a test send before you go live.
- How to Create Events via Bulk ActionsUse the Create Events bulk action to schedule an event for each client your search returns, then run it now or schedule it for later.
Bulk Actions
How to use Bulk Actions to quickly send a mass message, mass event, or bulk update clients.