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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 a week 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.
โ€‹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.
โ€‹Step 6: Select 'Add Tag' or 'Remove Tag' to add or remove tags in bulk.

Step 7: Done!

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