NOTE: The company bulk editor is a premium feature that is enabled on request.
You can view all companies by navigating to the companies tab from your dashboard. On this screen you can filter for type, account manager, status, discount group, label and servicing branch.
Any custom fields you have created can be used as filters to quickly select a subset of all companies and apply a bulk action to that subset, such as a group discount or label.
Company bulk actions
You can use the company bulk editor to perform the following bulk actions.
Listed (set listed state to active or inactive (this does not impact the active state in Autotask)
Discount group (Apply one of your discount groups)
Default quote template (assign a specific template that is selected when creating a new quote)
Servicing branch (select the quote sender company from your list of companies that needs to be display as send on the quote)
