Using the "Edit All" Function

Transcription

Today, we'll look at the edit all function when CloudRadial. The edit all function is an easy way to add multiple clients to different feature sets or company groups in one fell swoop.
To reach it, we'll start by going over to the partner side of CloudRadial into the client area.
The edit all button is located at the top right.

Once clicked, we'll notice the view changes slightly.

You can either click individual clients or hold control and click anywhere to select them.
Once you've selected a batch of clients, you can either click on the groups icon at the top to add or remove them to different company groups.
Where the feature set icon to add or remove them from different feature sets.
For more information on feature sets and company groups, be sure to check out our videos on those.