Spending time manually updating individual client records one by one is time your business doesn't have. The CRM Beta View gives you powerful tools to search, filter, and take action on your entire client list (or a specific group) without opening a single record individually. Search any view in your CRM by client name, phone number, or email address to find exactly who you need. When you need to update multiple clients at once, the CRM Beta View lets you select two or more clients and perform bulk actions including adding or removing tags, changing client status, inviting clients to your client portal, merging accounts, or sharing a document, all in one step. To search all clients across every view, use the global search box or navigate to the default All view in your CRM.