? Customer List — Checkbox Selection & Bulk Actions (Full Description)
Where This Appears
The checkbox selection and bulk actions appear on the Customer / Leads list page in biz1. This is the main grid where users manage customers, leads, or contacts — for example in folders such as “New Leads He”, “Prospects”, or any custom list view.
The list shows each customer in a row with standard columns such as name, status, phone, email, dates, and action icons. The very first column of each row is a checkbox, which is the entry point to all bulk operations.
The moment a user selects at least one checkbox, the interface dynamically changes — revealing both a selection confirmation bar and a bulk action bar that did not exist before.
How Selection Works
Selecting Individual Customers
Every customer row contains a checkbox. When the user checks it, that customer is added to an internal “selected set”.
Nothing else happens visually until the first checkbox is checked. As soon as that happens, the system reveals additional UI elements at the top of the page.
If all checkboxes are unchecked again, the bulk action UI disappears automatically.
Selecting All Customers (Across Pages)
Once at least one customer is selected, a selection bar appears with a message such as:
“All of the X customers on this page have been selected.”
Next to this, there is a link that says:
“Select all of your X customers.”
Clicking this does not just select the current page — it selects all customers that match the current filter or folder, even if they are on other pages.
This is very powerful for large operations such as mass deletion, mass campaign assignment, or running automations on hundreds or thousands of customers at once.
Behind the scenes, instead of sending only visible customer IDs, the system sends a special flag telling the backend to apply the action to all records that match the current search or filter.
Canceling Selection
Next to the “Select all” link is another option that says:
“Cancel the choosing X customers.”
Clicking this clears all selections, unchecks every checkbox, and hides the entire bulk action bar.
This is effectively a full reset of the selection state.
The Selection Confirmation Bar
When customers are selected, a thin bar appears above the list that confirms what is currently selected.
It dynamically updates with three key messages:
-
how many customers are selected on the current page,
-
an option to extend the selection to all matching customers,
-
an option to cancel the selection entirely.
This bar ensures users are always aware of how many customers will be affected before they perform any bulk action.
The Bulk Action Bar — Two Areas
Once selection is active, bulk actions appear in two places on the screen:
Top Bulk Action Bar
At the top of the customer list, a horizontal bar appears with multiple action icons and buttons. These include options such as:
-
Delete (trash icon)
-
Mark as read
-
Add Campaign
-
Add new campaign
-
Add lists
-
Add courses
-
Add Customer Manager
-
Combo meeting
-
Run Automation
-
Outgoing Payment
-
Order Mislaka
-
Order Har Habituach
Some of these actions appear only in certain views (for example, orders, tabs, or donation lists) and only if the user has the required permissions or modules enabled.
Right Bulk Action Block
On the right side of the selection bar, an additional smaller block appears with a few key actions:
-
Merge
-
Mark as Viewed
-
Edit
-
Delete
These are often considered “core” bulk operations that are always available when selection is active.
What Each Bulk Action Does (In Plain Language)
- Delete (Trash Icon)
This permanently deletes all selected customers and their related data, including missions, projects, files, recordings, and automations.
Before deletion, a warning dialog appears clearly stating that this action cannot be undone.
If confirmed, the system sends the selected customer IDs (or the “select all” flag) to the backend, removes the records, and updates the list and counters accordingly.
Only users with explicit delete permission can see or use this option.
- Mark as Read
This action is used mainly for lead management.
When selected, it clears unread indicators or badges for the chosen customers, marking them as “reviewed”.
There is no confirmation modal — the action happens instantly.
This is commonly used when a salesperson has quickly scanned multiple leads and wants to clear notifications in bulk.
- Add Campaign
This allows the user to add the selected customers to an existing campaign.
Clicking it opens a modal where the user selects a campaign from a dropdown list. Once submitted, all selected customers are enrolled in that campaign.
This is commonly used for email or SMS drip sequences.
- Add New Campaign
Instead of choosing an existing campaign, this option lets the user create a brand-new campaign and simultaneously add the selected customers to it.
A modal opens where the user defines the campaign name, type, and settings. After submission, the campaign is created and customers are linked to it automatically.
- Add Lists
Lists are segmentation groups used for marketing, reporting, or organization.
This action opens a modal where the user can select one or more lists. The selected customers are then added to those lists in bulk.
- Add Courses
If the organization uses a learning or onboarding module, this action assigns selected customers to one or more courses.
This is often used in training, coaching, or onboarding workflows.
- Add Customer Manager
This assigns a team member as the “customer manager” for all selected customers.
A modal opens with a dropdown of team members. Once chosen, the selected manager is assigned to every selected customer.
This is useful for workload distribution.
- Update Status (Tab View)
In certain tab-based views, an option appears to update customer status in bulk — for example, moving leads from “New” to “Contacted” or “Qualified”.
- Combo Meeting
If the combo meeting module is enabled, this allows scheduling or linking a shared meeting for multiple customers at once.
Selected customer IDs are passed into the meeting flow so they are all associated with the same session.
- Run Automation
This action allows the user to manually trigger a predefined automation workflow for all selected customers.
A modal opens with a list of available automations. Once selected, the backend executes that automation separately for each customer.
Examples include sending emails, creating tasks, or updating statuses automatically.
- Outgoing Payment
This opens the outgoing payment module with the selected customers in context.
It can be used to create payment requests, record payments, or link customers to invoices in bulk.
- Order Mislaka (Delivery Issue)
If the relevant module is enabled, this allows users to flag delivery or shipment issues for selected customers’ orders.
A modal opens to confirm details before submitting.
- Order Har Habituach (Insurance / Security)
Similar to Mislaka, this applies an insurance or security-related action to the selected customers’ orders.
- Mark as Viewed (Right Block)
This is conceptually the same as “Mark as read” but may be used in slightly different contexts.
It marks selected customers as “viewed” in the system.
- Edit (Bulk Edit)
This opens a bulk edit modal where common fields can be updated for all selected customers at once — such as status, folder, tags, or custom fields.
After submission, all selected customers are updated with the same changes.
- Merge
If two or more customers are selected, this option allows merging them into a single master record — useful for removing duplicates.
The user typically chooses which customer should be kept as the primary record.
- How the Whole Process Feels to the User
From a user’s perspective, the workflow is smooth and intuitive:
-
They open the customer list.
-
They check one or more boxes.
-
The selection bar appears, confirming how many customers are selected.
-
Bulk actions appear at the top and right.
-
They click an action — sometimes a modal opens, sometimes it happens instantly.
-
The system processes the request and updates the list.
At no point does the user need to manually collect IDs or repeat actions one by one.
Why This System Is Powerful
This selection and bulk action system turns the customer list from a simple table into a mass management tool.
It allows teams to:
-
process hundreds of leads quickly,
-
apply consistent changes in seconds,
-
automate repetitive tasks,
-
clean up data efficiently,
-
and manage campaigns at scale.
Final Summary
The checkbox selection and bulk action system on the Customer List is a central productivity feature in biz1.
It provides:
-
clear visual confirmation of what is selected,
-
flexible “select all” behavior across filters,
-
a rich set of bulk actions,
-
permission-based control,
-
and deep integration with campaigns, automations, payments, meetings, and orders.
In short, it transforms individual customer management into smart, scalable mass operations.
