Bulk actions with clients: add templates to multiple clients at once

In the client list, you can perform the following bulk actions:

1. Contract actions
2. Edit members
3. Edit jobs
4. Edit monitoring
5. Run integration

It is possible to add contracts and templates for multiple clients simultaneously. 

Select "Clients" from the main menu.

1. Select "Clients" from the main menu.
2. Mark the desired clients.

Add, replace or append contracts for multiple clients using templates. Specifying from which date the new template will be valid is mandatory.

<a href="https://help.getuku.com/en/articles/3505198-how-to-change-the-member-s-assigned-to-the-client">How to change the member(s) assigned to the client? </a>

<a href="https://help.getuku.com/en/articles/3490575-how-to-add-templates">How to add templates?</a>

<a href="https://help.getuku.com/en/articles/6062280-how-to-set-up-and-use-contract-templates">How to set up and use contract templates?</a>

<a href="https://help.getuku.com/en/articles/3368637-how-does-monitoring-work">How does monitoring work?</a>

This selection will appear and data can be imported if you have set up an integration with accounting software. <a href="https://help.getuku.com/en/collections/1402332-uku-in-english#integrations">Read more about how to set up integrations.</a>

Add templates, edit members, jobs, monitoring, and run integrations at once.

Bulk actions with clients

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Track the progress of all tickets related to your company.

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Bulk actions with clients: add templates to multiple clients at once

Actions with contracts

Edit members

Modify templates

Change monitoring

Import data