Bulk Edit or Delete Accounts is a powerful function in Neon CRM. It can be used to mass edit account information across many accounts or delete a large group of accounts from the CRM. Please note: The Bulk Edit feature is different from an Account Batch Update. The Bulk Edit feature updates many accounts with the same information, while the Account Batch Update uses the Import Manager to update multiple accounts with account-specific information (i.e. different information for each account) using an Excel or CSV file.
Content
- Navigate to the Bulk Edit or Delete Accounts Feature
- Bulk Edit Accounts
- Clear Field Data in Multiple Accounts
- Bulk Delete Accounts
Navigate to the Bulk Edit or Delete Accounts Feature
1) Select the Settings cog in the upper right corner and then select Global Settings on the drop-down menu.
2) Select Bulk Edit or Delete Accounts under the Bulk Operations heading.
You will arrive at the All Accounts Report page.
Bulk Edit Accounts
To bulk edit accounts, you first need to locate the accounts that contain the information you wish to update via a report. In this guide, to illustrate how you can use this feature, for this example, let's imagine that you wish to update all individual accounts with Company A listed as the place of employment to Company B. You must first run a report to locate all individual accounts with Company A listed as the place of Employment on the account. To do so:
1) Select Edit Criteria.
On the Edit Search Criteria pop-up:
2) Enter Company Name in the Please Select a Search Field field.
3) Select Equal in the Operator field.
4) Enter Company A in the final field
5) Select Load Criteria.
On the All Accounts Report page, select Run Report.
The results page will appear with all individual accounts listing Company A as the place of employment.
6) Select the Bulk Operation drop-down and then select All Accounts to update all accounts in the search results.
On the Confirm Accounts page:
7) If desired, deselect the checkbox next to any account you do not wish to update.
8) Select Confirm Accounts.
On the Select Bulk Operation page:
9) Select Edit Account Data (since you are updating account data) and then select Next.
On the Configure Operation - Edit Account Data page, locate the field(s) you wish to change on the accounts and enter the new information. For this example:
10) Select the checkbox next to Company.
11) Enter Company B in the field next to Company.
When all applicable information has been entered:
12) Select Next.
On the Confirm Operation - Edit Account Data page:
13) Select Confirm and Perform Bulk Edit.
On the confirmation pop-up that appears:
14) Select OK.
You will arrive at the Operation Complete page. This page lists all of the accounts that have been successfully updated. For this example, the Employment field for all the listed accounts has been changed from Company A to Company B.
Clear Field Data in Multiple Accounts
You may also use the Bulk Edit feature to change the value of an account field to blank on multiple accounts. To do so:
1) Follow steps 1-9 of the above Bulk Edit Accounts section.
When you arrive at the Configure Operation - Edit Account Data page:
2) Select the checkbox next to the field(s) you wish to change to a blank value, and do not input a new value in the associated field.
When all applicable information has been entered:
3) Select Next.
On the Confirm Operation - Edit Account Data page:
4) Select Confirm and Perform Bulk Edit.
On the confirmation pop-up that appears:
5) Select OK.
You will arrive at the Operation Complete page. This page lists all of the accounts that have been successfully updated.
Bulk Delete Accounts
You may also use the Bulk Edit or Delete Accounts feature to delete a large number of accounts.
To bulk delete account:
1) Follow steps 1-8 of the above Bulk Edit Accounts section.
When you arrive at the Select Bulk Operation page:
2) Select Delete Accounts.
On the Confirm Operation - Delete Accounts page:
3) Select Confirm and Delete Accounts.
On the confirmation pop-up that appears:
4) Type "DELETE" (in all capital letters) in the field provided.
5) Select Delete Accounts.
You will arrive at the Operation Complete page. This page lists all of the accounts that have been successfully updated.
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