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 Aroopa Apps

September 12th 2024

Bulk Edit Feature for Customer Attributes in Aroopa CRM

Feature

n this release, Aroopa CRM introduces a bulk edit feature that allows users to select multiple customers and make simultaneous updates to their attributes. Whether you need to modify contact details, adjust status fields, or update custom attributes across multiple records, this new feature simplifies the process. Rather than editing customer details one by one, users can now make changes to large sets of customers with just a few clicks.

This feature significantly enhances productivity, especially for users managing a large customer database, and helps maintain up-to-date customer information with ease.

Use Cases:

  1. Updating Customer Status: If you need to change the status of multiple customers (e.g., from "Lead" to "Active"), you can select all relevant customers and apply the update in bulk.
  2. Changing Contact Information: When a company changes its contact details, you can bulk edit all customers linked to that company to update phone numbers or email addresses simultaneously.
  3. Assigning Customer Categories: If you're introducing a new category for your customers (e.g., VIP customers), you can bulk select relevant customers and apply this new attribute without manually editing each customer record.

This feature is now live for all tenants, offering a more efficient way to manage customer data in Aroopa CRM.

New Jersey

Aroopa, Inc

116 Village Boulevard, Suite# 200, Princeton, NJ 08540, USA

India

Aroopa Technology Private Limited

No.2, Padmavathi Nagar, Agraharam Road, Korattur, Chennai 600076

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