There are times when you need to update the same field for some of your records in any given tab. The best way to get this done is to use the Bulk Edit option FreeAgent CRM provides on the List view. It makes bulk editing super simple, giving you more time to focus your attention on your other activities.
To bulk edit or update your records, first, go to the desired tab and click on the 'List view' icon.
Select those records that you wish to edit and then click the 'Edit' button.
Now here is where the magic happens. You can enter the information you need on any of the available fields, which will be highlighted in blue once you make changes to them. You can change the information of any field as well as adding information for your custom fields. It is possible to change multiple fields at the same time.
When you are done editing your records, click the 'Save' button. You will see a 'Success Message' and right after the 'List view' will be updated and will show the new information for your records. The update of the 'List View' could take a few seconds, depending on the total of records and the amount of information to update.
It is also possible to update them all by clicking the 'Select all # records' link that appears right after you select at least one record.
And there you have it! Bulk editing your records has never been easier!