You can easily update account/contact/activity information in bulk with only a few clicks.

Below is an example how to bulk update accounts, but it works more or less the same way for contacts and activities as well.

1. Go to the account view and select the accounts you want to update and click Edit.

2. A box on the right hand side has popped up where you can update the following information:
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Active: Activate or deactivate the accounts - Yes/No

Account type: Change account type

Customer group: Change the customer group of the accounts

Visit interval: Change how often the customer is visited

Responsible: Change who is responsible for the accounts here

Responsible2: Change who is second responsible for the accounts here

Tags: Here you can clear existing tags, create new ones or choose from existing ones.

Same goes for when you want to bulk update dynamic fileds on several accounts at once.

3. When done, click save. ✅