Articles for Bulk Actions
How to use Bulk Actions to quickly send a mass message, mass event, or bulk update clients.
Bulk Actions apply a single operation to a filtered list of clients, so your agency can message, update, or transfer many records in one run.
Use the Archive Clients bulk action to archive many clients at once, then find them again with the Archived filter on the Clients page.
Use the Assign Tasks bulk action to add one or more task records, each with its own due date, to every client your search returns.
Assign one user to every client matching your search filters with the Assign Users bulk action, and unassign current users in the same run.
Star 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.
Star 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.
Create payment records for many clients at once with a Create Payments bulk action, setting the amount, location, dates, and status.
Schedule a saved bulk action template to run automatically on a set frequency and time, and optionally only on your business days.
Restore archived or trashed clients in bulk by checking the Archived or Trashed filter, then searching an optional archived date range.
Star 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.
Create a recurring action that runs a saved bulk action template automatically on a daily, weekly, monthly, quarterly, or annual schedule.
Transfer clients to another agency with a bulk action, choose which related records travel with them, and archive the originals.
Use 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.
Run an Update Clients bulk action to change the group, status, type, language, or organization on every client your filters return.
Use 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.
Use the Create Events bulk action to schedule an event for each client your search returns, then run it now or schedule it for later.