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How do I bulk add/remove tags from groups of clients?
How do I bulk add/remove tags from groups of clients?
Timothy Barnes avatar
Written by Timothy Barnes
Updated over 10 months ago

Bulk editing records with specific tags is easy!


FROM THE WEB APP


Step 1: Go to the main menu then select Client, Piano, Invoice, or Estimate.

Step 2: Click 'Add filters'

Step 3: Select the filter for either 'Has Any of These Tags'; 'Has all of These Tags'; or 'Has none of These Tags'.

Step 4: Select the tags you want to filter for.

Step 5: Select the button 'Edit (All)' or 'Edit(xxx)' to make bulk actions.
​Step 6: Select 'Add Tag' or 'Remove Tag' to add or remove tags in bulk.

Step 7: Done!

FROM THE MOBILE APP


Step 1: Go to the main menu then select Client, Piano, Invoice, or Estimate.

Step 2: Tap 'Add filters'

Step 3: Select the filter for either 'Has Any of These Tags'; 'Has all of These Tags'; or 'Has none of These Tags'.

Step 4: Select the tags you want to filter for.

Step 5: Select the button 'Edit (All)' or 'Edit(xxx)' to make bulk actions.
​Step 6: Select 'Add Tag' or 'Remove Tag' to add or remove tags in bulk.

Step 7: Done!

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