Bulk editing your book
Last updated August 21, 2026
A lake renamed, a zone redrawn, thirty lifts that belong to somebody who sold up. Tick the rows, or apply to everything you filtered, and fix them in one press.
The book is wrong in small ways all the time, and the fixes come in batches: a bay you split in two, a customer who bought the place next door, a lake everybody calls by a different name. None of that should mean opening thirty records one at a time.
Properties
On Properties, tick the rows you want — or filter the list and tick apply to all — and choose what to set: the lake, the zone, or the tax group. One press applies it to every ticked row.
- Moving a property to a different lake clears its zone, because a zone belongs to one lake. Set the new zone in a second pass.
- A value that is not one of yours is refused. You cannot move a property onto a lake the account does not have.
- On a customer's own page, apply to all means that customer's properties and nobody else's, and the button says how many before you press it.
Equipment
On Items the same ticking works on docks, lifts, canopies and rafts. Three things can be done in bulk: retire, put back in service, and change what kind of thing it is.
Retiring is the most consequential thing on this screen, and it happens one piece at a time even when you tick thirty. Each retirement takes the piece off every service plan it was on, cancels any plan left with nothing to service, and pulls it off pending work — so nobody is sent to a lift that is no longer there. The confirmation says so before you press it. Putting a piece back in service does not bring those plans back; rebuild them on purpose.
Retiring and restoring equipment is its own permission, separate from editing an item's name, for exactly that reason. See permissions and custom roles.
What it deliberately does not do
There is no bulk delete, and there will not be one. A sold lift still owns years of history, so it retires; a customer who left is archived; and both come back from the archive.
Still stuck? Ask us — or go back to the help center.