Bulk Updating Records

When to use Bulk Update

• When you want to modify multiple records at once (e.g., Status, Owner, Due Date).
• When you want to correct a large amount of data instead of editing them one by one.

Instructions

1. Open the list screen of the target object (Contacts, Companies, Items, Orders, Invoices, etc.).
2. Use filters or search to narrow down the records you want to update, and select them using the checkboxes.
3. Select "Bulk Action" -> "Update Value" from the menu.
4. Select the field you want to change, enter the new value, and click "Run".

Example: Changing the due date of multiple invoices

1. Filter the target invoices on the Invoice list screen.
2. Select all, then click "Bulk Action" -> "Update Value".
3. Enter the new date in the "Due Date" field.
4. Execute.

Tips

• It is recommended to use the filter function to accurately narrow down the target before performing a bulk update.
• Dates can be input in formats such as Nov 1, 2025 (Sanka will automatically adjust).
• When changing the customer in an Order, related information will be automatically synchronized.

Troubleshooting

• If changes are not reflected, check if the field is editable (not read-only).
• Updating a large amount of data may take time. Please check the status in the history log.