Bulk action

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

In Yuki it is possible to add a tag to a number of contacts at once in order to be able to send a bulk mail for example. In addition it is also possible to delete a number of contacts at once.

Hover your mouse over the Contacts icon in the navigation bar and then click on Bulk action. 

The following screen is opened:

Change tags

Click on Change tags in order to add a tag to all selected contacts at once (in bulk). The following screen is opened:

In this screen you can use the following buttons and/or dropdown menus:

1. Only show the active, the inactive ór all contacts. 
2. Choose the filter that you want to apply on the contacts: all fields, Name, City, Postal code, Tag, Email address, Website, Phone, Contact code, CoC number, VAT number, Bank account or Supplier code.   
3. Then enter the actual selection criteria. By clicking on the Search button the filter is applied to the list.   
4. Show all contacts. 
5. Only show the contacts in my address book.
6. Show extra filters in order to group the contacts: 
   • With entries on a GL account: you can enter a GL account in the search box. Yuki wil now show all contacts that have entries on that GL account. 
   • With sales invoices: Yuki shows the contacts to which sales invoices are linked.
   • With purchase invoices: Yuki shows the contacts to which purchase invoices are linked.
   • With sales item: if you enter a sales item in the search box Yuki will show the contacts to which that sales item has been delivered. 
     
     
7. Download the overview shown as a PDF file.

By clicking on a letter of the alphabet all contacts whose name starts with that letter will be shown.  

Select the contacts to which you want to add a tag through the filters described above, select the tag to be added and then click on the Update button.

Behind each selected contact the name of the added tag appears very briefly.

A second tag cannot be added to a contact to which a tag has already been added using the 'Bulk action' function. However, this is possible by opening the contact card and selecting a second tag in the Tags field using the magnifying glass.

Delete contacts

Click on Delete contacts in order to delete all selected contacts at once (in bulk). The following screen is opened:

Select the contacts that you want to delete through the filters described above and then click on the Delete button. The following message appears on your screen:

Click on the OK button in order to actually delete the contacts. The number of successfully deleted contacts is now shown at the top of your screen.