Bulk Edit Contacts | Voters

Bulk Edit Contacts

under review

Matt Langan

I would like to be able to edit a contact field that belongs to a group of contacts at one time. For example, if I filter my contacts to all contacts who have a zip code = "40207" that may be 200 contacts. I now want to be able to change their "City" field to "Louisville" in one fell swoop. I cannot seem to accomplish this right now which is driving me batty and will require me to edit each contact individually OR do it in Excel and then re-import the contacts. Blech :-D

HIGHLVL-I-1816

July 28, 2020

Robert Wazlavek

We need this ability ASAP. Yes this is possible through workflows, but this isn't a good solution for agency owners. Many customers will not be adept in using/creating workflows, and therefore will not be able to do this well.

There should be a simple button for this on the contact page. Select the contacts, click the button, choose the custom field to be updated, input your change, click save, done. It should be this simple. It's been over 4 years. This needs to be escalated to higher priority. Pallavi Kothari

Ben Melly

You just create a custom workflow in automations & then bulk add them all to the automation. For example - Create a custom workflow, leave the 'trigger' blank, add 1 step [Update contact field to (X)]. Then publish the workflow. Then go back to your contacts list, bulk select all the contacts you want & click 'add to automation' at the top. Select the workflow you just made & it will do it for you.

Aditya Jha

Hey Matt Langan, did you find an easy way to do this?

Ben Melly

Aditya Jha Yes - You just create a custom workflow in automations & then bulk add them all to the automation. For example - Create a custom workflow, leave the 'trigger' blank, add 1 step [Update contact field to (X)]. Then publish the workflow. Then go back to your contacts list, bulk select all the contacts you want & click 'add to automation' at the top. Select the workflow you just made & it will do it for you.

Aditya Jha

Ben Melly yes, that should work well. However, this means a new separate workflow for each user, right?

We built something to solve this for ourselves. Can share it with you if you're facing this issue.

Marphie Graboso

This would be a must-have. It’s already possible in Opportunities, so bringing this functionality to Contacts module would be incredibly useful.

Chris Mehlman

Yeah. This is a very, very, very important feature that is lacking

Marisa Amirian

Please! currently creating duplicate opportunity custom fields where we can bulk edit just so that we can bulk edit and then come back to contacts and filter and create smart lists.

Kameron Ivie

YES! and please include bulk assigning users in this!

Asher Thompson

please you have to do this. how is it not done already?

Emily Fiore

YYEEEESSSS!!!!

Mark Cafero

this would be huge! just like bulk edit on products in Shopify where it puts in "cells" and you can edit each individual parameter. I use "fill down" in google sheets all the time as well to clean and organize or add data to contacts at scale.

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