Accounting Ideas

Bulk changes to contacts

Users would benefit from being able to make bulk changes to contacts. In Sage 50 this is possible. It's particularly useful for example if a user decided to offer 30 day credit terms to customers - Currently they'd have to change this setting manually for each contact. There's various examples of this, change of default ledger, applying credit limits etc.

  • Guest
  • Sep 14 2021
  • Great Ideas Delivered
  • Nov 10, 2023

    Admin response

    Hello All,

    We are happy to tell you this has now been delivered!

    For more information please look out for the 'What's New' In-Product message which will outline what has been released and how to take advantage of this functionality.

    Kind regards

    Sage Accounting Team

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  • Admin
    Brian Ho commented
    16 Nov, 2023 05:29pm

    Hi there! We are excited to introduce our new capability which allows you to make bulk updates through a CSV import. Simply export your product or contacts, make changes, and re-import to make updates quickly.

    Please let us know what you think about this new feature!

  • Guest commented
    14 Oct, 2021 11:02am

    I would like to suggest changes to client records to enable to be notified of which customer invoices/ statements have not been sent due to incorrect email addresses. Also to be able to change the settings to be copied in to emails in bulk rather than go in to each customer records individually