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How do I update fields for my customers in bulk?
Instead of updating details for customers individually, you can choose to update them at once. Here’s how:
- Go to Sales on the left sidebar and select Customers in the module bar.
- Select the customers for whom you want to update fields in bulk.
- Click Bulk Update at the top of the list page.
- In the pop-up that appears, make the required changes.
- Click Update Fields.
The fields for the selected customers will be updated.