Assign massively a profile to a group of clients

It is important to assign clients to profiles in order to effectively follow up using reminder scenarios and to have better visibility of outstanding amounts by client profile. 

If your account is configured to manually assign client profiles, you should have access to the menu Configure > Assign Client Profiles from the Clearnox interface. 

Assign a client profile to a group of clients 

Before assigning a profile to a client, the profile must be created by account administrator in the Configure > Configure Client Profile menu.

• Go to the Configure > Assign Client Profiles menu:

• Then follow the instructions below:

      1. Use the filters to refine your clients selection, 

      2. If you use client cutom fileds, you can display them in the filters as an administrator of the account, you just need to go to Configure > Tags Management page and enable displaying them with the toggle, 

      3. Select the clients to assign to a new profile, 

      4. Choose the profile to assign,

      5. Click "Apply".

Now, all selected clients will be assigned the chosen profile.

If you need to change the profile of a specific client, please check this article: Assign a profile to a customer.