The Mass Pop-Ups feature allows you to create, edit, and delete pop-up notes on multiple customers at once.

NOTE:  This wizard can only edit and delete customer pop-ups that were initially created using the wizard.  It cannot edit or delete pop-ups that were created directly from the customer record.

Create New Pop-Ups

To create new customer pop-ups:

1. Click Customer > Utilities > Mass Pop-Ups.  The Customer Pop-Ups Wizard will appear.
2. Select Create new Pop-Ups for a group of customers and click Next.
   
3. Use the Customer Filter drop-down to enter criteria to find customers and click Search.  A list of matching customers will populate the lower portion of the window.
   
4. Select the customers you wish to include and click Next.
5. Enter a Title, choose whether the Pop-Up applies to Couple or Individual, set your dates, and enter Notes.  Optionally, you can select a Note category and attach an image.  See Customer Pop-Ups for more information.
   
6. Click Create Pop-Ups to add these to the selected customers.

Edit Existing Pop-Ups

To edit existing customer pop-ups:

1. Click Customer > Utilities > Mass Pop-Ups.  The Customer Pop-Ups Wizard will appear.
2. Select Edit an existing group of Pop-Ups and click Next.
   
3. Select the pop-up you want to edit and click Next.
   
4. Make desired changes and click Modify Pop-Up to apply them.

Delete Pop-Ups

To delete existing customer pop-ups:

1. Click Customer > Utilities > Mass Pop-Ups.  The Customer Pop-Ups Wizard will appear.
2. Select Delete existing groups of Pop-Ups and click Next.
   
3. Select the customer pop-ups you want to delete and click Next.
   
4. A confirmation Are You Sure? window will appear.  Click Yes to confirm the deletion.