Clients Bulk edit

What this does

Bulk Edit Clients lets you update a specific field — such as Contact Person, GST Passwords, Tags, or Type of Client — across multiple client records at the same time. Instead of opening each client profile individually, you make all changes in a single table and save them in one action.

Before You Start

• You need permission to edit clients (granted by your workspace admin).
• Know which Field Group you want to update before you begin.
• Optionally, use Filter Clients to narrow the list if you only want to edit a subset of clients.

Steps

1. In the left sidebar, click Clients → Bulk Edit.

   The Bulk Edit Clients page opens with a Field Group for Bulk Edit dropdown and the message: "Please select a field group for bulk edit."

2. Click the Field Group for Bulk Edit dropdown and select the group of fields you want to edit.

   The client table loads automatically with all clients listed and an editable column for the selected field group.

   Field Group	What you can edit
   CIN	Corporate Identification Number
   Contact Person	Assign / remove contact persons (multi-tag)
   Custom Fields	Firm-defined custom fields
   Date of Incorporation	Incorporation date for companies / LLPs
   Date of Birth	Date of birth for individual clients
   DGFT Passwords	DGFT portal login credentials
   File No., Name and Trade Name	File number, legal name, trade name
   GST Passwords	GST portal login credentials
   Groups	Assign clients to a group
   Income Tax Passwords	Income Tax portal login credentials
   LLP Number	LLP registration number
   Tasks Applicable	Task categories applicable to the client
   MCA Passwords	MCA portal login credentials
   Notes	Remarks / notes on the client
   Tags	Tags for categorisation
   Type of Client	Entity type (Individual, Company, Firm, etc.)
   Users	Assign team members to clients

3. (Optional) Click Filter Clients (top right) to narrow the client list before editing.

   Use the Basis of Filter dropdown to filter by:

   Filter Option	Description
   All Clients	Show all clients (default)
   GST Applicability	Filter by whether GST is applicable
   GST Registration Type	Filter by GST registration type (Regular, Composition, etc.)
   GST Registration Status	Filter by status (Active, Cancelled, etc.)
   Groups	Filter by client group
   Tags	Filter by assigned tags
   Ownership Type	Filter by ownership type (Proprietorship, Pvt Ltd, etc.)
   Task Applicable	Filter by tasks assigned to the client
   Task Category	Filter by task category: GST, Income Tax, MCA, Others, or any custom category

4. (Optional) Use the Search bar (top right) to find a specific client by File No., Client Name, or Trade Name.

5. Edit the values directly in the table.

   • For tag-style fields like Contact Person, click the field to add a new value. Remove an existing value by clicking the × on its tag.
   • Multiple values can be assigned to a single client where applicable.
   • Use the Undo (↺) and Redo (↻) buttons in the toolbar to reverse or reapply individual changes.

6. Click Preview Changes.

   A summary screen opens showing all pending changes in a table with the following columns:

   Column	Description
   File No.	File number of the affected client
   Name	Client name
   Trade Name	Client trade name
   Field Name	The field that was changed
   Old Value	The value before editing
   New Value	The updated value

   The total number of changes is shown at the top (e.g. Changes (1)).

7. Review the changes. If anything looks incorrect, click ← Back to Bulk Edit to return and make corrections.

8. Click Save Changes (top right, blue button) to apply all changes.

   A green toast notification confirms:

   Changes Processed — All changes have been processed successfully.

   Each row in the summary table shows a green Saved badge confirming the update was applied.

Task Categories

When editing the Tasks Applicable field group or filtering by Task Category, the following default categories are available:

• GST — Goods and Services Tax filings and compliance
• Income Tax — ITR and income tax related compliance
• MCA — Ministry of Corporate Affairs / ROC filings
• Others — Any miscellaneous tasks

Note: Your workspace admin can create additional custom task categories to match your firm's requirements.

What Happens Next

All saved changes are immediately reflected in each client's profile. There is no batch queue — changes are applied in real time upon saving.

Validation & Errors

Related Articles

• Add Clients
• Client list
• Clients import
• QRMP Preferance