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Status Planned
Categories Clients
Created by David Martinelli
Created on May 18, 2023

Clients mass update

It would be useful to be able to select clients and then mass update them. For instance, when you create custom fields in AM, then you would not have to access clients individually and update them one at a time. Obviously, this would only work for fields which are not linked to Companies House or HMRC deadlines.

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  • Jay Wilson
    Oct 28, 2025

    Desperate for this feature

  • David Martinelli
    Sep 7, 2023

    Hi Joe,


    That would work for me too. For as long as there are no bugs messing up your existing data when you import your spreadsheet. :-)


    Many thanks.

  • Guest
    Jun 10, 2023

    Similarly, I'd like to be able to use a spreadsheet import to update existing clients.