You have the ability to Bulk Edit Customers. Currently, only Customer Groups and SMS and Promotional
Email/SMS options are available to be bulk edited:
To bulk edit customers:
- Go to Z Office > Customers > Manage Customers
- Search for your customers e.g. Surname, Debtor Group, Customer Group:
- Highlight the patients you wish to bulk edit:
To highlight the customers you wish to edit, press and hold down the CTRL button on your keyboard and left-click on the customers you wish to bulk edit. - Right-click on one of the selected customers and select Bulk Edit:
- Use the drop down boxes to select the settings you wish to apply to all your selected customers:
- Press Save.
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