Mass editing multiple users’ customers in a single step

This update is intended for administrators and supervisors.

Previously, you could only edit the customers of one single user at a time. As of now, it is possible to edit the customers of several users at the same time in a single step.

Important Note: Perform such mass edits only when necessary and very carefully. If the data of many users is affected, large data loss or significant recovery effort may result from erroneous mass edits.

Proceed as follows:

  • Switch to the workspace of the company or a specific user group.
  • In the main menu, click Customers.
  • To filter the customers you wish to edit, use the Extended Search.
  • Review the list and ensure that these are the actual customers you wish to edit.
  • Click the Edit all X button at the end of the list. The mass editing window opens.

  • The number of affected customer records and the number of affected users are displayed. Check this carefully! Proceed only if these numbers are plausible!
  • Perform the desired mass edit.
  • Depending on the number of customers and users affected, the process may take several seconds. A restore point is created in each of the affected user accounts.