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How to bulk edit cards?

Written by Charlie Troccaz
Updated over 3 weeks ago

BoondManager makes available a function that allows you to bulk modify the state, perimeter, etc. of cards. This function is available on the different modules of BoondManager.

: First, you need to select the cards you want to edit, either one by one using the checkbox, or all at once using the checkbox at the top of the column. Note, if you want to edit all cards, you need to go through each page one after the other if there are several (there is a limit of 30 cards per page).

: choose what you want to edit (Click to choose the "field" you will edit)

  • Perimeter: changes the Main manager field (or HR manager in Candidates & Resources modules)

  • State or Step: changes the "State" field of the cards

  • Expertise area (only for the CRM module): changes the sector of activity of the selected companies

  • Flag: allows you to associate or remove one or more flag(s) from the selected cards

Capture_d_e_cran_2021-07-21_a__15.21.12.png

Warning:

Not all bulk edit options are available on all modules or all cards.

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