Customer bulk actions
Assign users, change chasing status, modify credit settings, and manage strike levels
5 articles
- Assign several Customers to a UserBulk action to assign several users in one go.
- Mark several Customers as chasing or pausedBulk action to (un)mark several customers chasing status in just a few clicks.
- Change the Credit Utilisation Alert in bulk for CustomersBulk action to change the Credit Utilisation Alert of several customers at once.
- Change the Credit Limit Amount in bulk for CustomersBulk action to change the Credit Limit Amount of several customers at once.
- Create Strikes and bulk change the Strike Level for several CustomersBulk action to change the Strike Level of several Customers at once.