How to add all CRM customers to a secure area?

I need more urgent to add hundreds of customers that I imported into the CRM to a secured area - without having to change each folder separately to do, possible to do as an action in bulk - or perhaps when importing?

Thank you, William

Hi William,.

If you have already imported your contacts then generate a customer report would be the option here.

Reports-> Custom Reports-> create a customer report _ > see results-> click on ' add a customer to "-> Select"safe Zone. "

If you have not yet imported your contacts then you'll want to use the early import option and select the secure area before importing.

Clients-clients >-> import Contacts (Advance)

I hope this helps!

-Sidney

Tags: Business Catalyst

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