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Jul 7, 2011

Customer Bulk Edit

We have recently added a new feature to the UnitWise Customer Center that will allow you to edit information about a lot of your contacts at the same time.  This Customer Bulk Edit is similar to the Bulk Edit in the Inventory section. 

Just click on "Bulk Edit" in the Customer Center to begin this process.  By default, the Active Customer list is selected, but it can be changed to any default list or a list that you created.  To change certain information about a contact, just double-click on the "Yes" or "No" icon and it will be changed.  For more significant changes, a pop-up will ask if you are sure you want to change this person.  

This Bulk Edit allows you to edit your Customers, PCP list, Preferred Hostesses, Team Members, and many more.

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