How do I bulk edit contact details (e.g. notes, contact code, employer)?
You can bulk edit a list or bulk apply a a change using our bulk actions feature. There are a limited number of actions you can perform with the bulk actions feature and they are different depending on if you want to bulk edit from the contacts, interactions, pledges, or contributions pages.
From the Contacts Page:
Filter your list and select the checkbox on the far left just above your first contact in the list. This will automatically select the first 25 contacts in your list as well as populate the Actions box. Select the actions box action you would like to perform. From the Contact page, your options include:
- Bulk applying, replacing, or removing Contact Codes (most common)
- Bulk editing an Ask Amount
- Bulk append, prepend or replace Notes
- Bulk add Timezone
- Bulk adding a contribution
- Bulk adding an interaction
- Bulk adding a pledge
- Bulk add to a calltime list
- Bulk associate contacts
- Bulk merging contacts together
- Bulk deleting contacts
If you want the CRM to bulk perform the action to more than the first 25 contacts in your filtered list, you'll need to select the "Select all ### contacts" link next to the purple actions button.
IMPORTANT: Bulk actions cannot be reversed, so please be sure you want to perform the action you are selecting.