Bulk Update Companies' Categories from the Customers Listing

​Users can set up companies' categories from the Customers table. (Steps 1 - 5)

You can take this one step further and set up contacts' categories from the results of the companies' category.  (Steps 6 - 10)

One of the more common usages for this two step process is for setting up contacts to sync with mobile devices using MRSware Sync*.  

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Here's how:

1. Click on Customers in the Shortcuts panel or on the Shortcuts toolbar
2. Right-click on a name in the Sales Rep Column and select Filter -> By Selection

3. Select all by holding down Ctrl + A
 
4. Right-click in the highlighted area and select Bulk -> Update Companies' Categories

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5. Check the category box in the Bulk Update Categories dialog and click Save
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​6. On the Menu bar, click on Search -> Companies
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7. Check All and the category, then click Ok
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8. Select all, by holding down Ctrl + A


9. Right-click in the highlighted area and select Bulk -> Update Contacts' Categories
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10. Check the category box in the Bulk Update Categories dialog and click Save (same as Step 5)


*  In order to use the category used in our example "MM::Stan" to sync contacts with your mobile device, your System Administrator must setup your subscription.