Accounting Ideas


Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit S1-I-1455 Bulk changes to contacts.

Changing information in bulk Merged

Please can you add a feature that would allow me to change all me customers settings at once instead of each one manually. I am trying to send statements to every customer by email. Unfortunately in settings most of our customers are set to receive their statements by post which we no longer do. This means I have to go through the customer list one by one changing the settings from post to email on option tab. Not only that, but when I go back to the customer list it takes me back to the beginning of the customer list and I have to scroll down again. Very tedious!

  • Guest
  • Jun 15 2023
  • 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

  • Admin
    Brian Ho commented
    15 Jun, 2023 02:35pm

    Hey there! We really value your feedback. We listened to what you asked for and made this improvement - You can now import statement run preferences in bulk and we are working on the capability to allow you to update information in bulk of existing contacts. Please let us know what you think!