Bulk-Editing Client List

You can utilize our Bulk Options feature to quickly make changes to several of your clients in one place or to convert a client profile to a contact card for another client.

Step 1: Navigate to the Clients tab.

Step 2: Click on the Bulk Options button.

Step 3: Adjust the status filter to view All Clients.

Step 4: Go through your list of clients and adjust the status for all active clients.

Click the SAVE button next to each client whose status has been adjusted.

Once you've gone through your client list and set the correct ones to active, you can now go through and assign the contacts to the appropriate clients.

Step 5: Enable Convert to Client Contact

Step 6: For each contact that is listed as a client, click on the Convert to Client Contact button

Step 7: Click on the client dropdown field to select the appropriate client from the list.

Step 8: Select the appropriate relationship from the dropdown.

During this step, you can add any additional contact information for the client and/or add a note to be assigned to the contact card (e.g., ROI signed; contact in case of emergency; etc.)

Step 9: Type "Convert" into the field to confirm this action and then press Submit

The contact has now been added to the selected client's Contact Info tab.

If you need to grant this contact access to the Client Portal, simply navigate to the Client Portal tab and click +Add New User. If an email address was added for this contact, you will be able to select it from the dropdown.