Bulk Update allows you to update a set of individuals or organisations in a single process.
This is useful for adding in custom fields, segmenting existing records, adding contacts to specific groups etc.
Steps to Bulk Update:
Step 1) Go To Contacts > Individuals or Organisations > select the checkbox.
Step 2) Click the
Step 3) Choose the field/fields you wish to edit.
Step 4) Click
Step 5) Select or Enter the new values
Step 6) Click
Question: Can I bulk update my entire Database?
Answer: Yes, when you select the checkbox you with have the option to choose All contact records in the group.
Question: Will the old value still be available?
Answer: No, old values will be lost and replaced with the new values.
Question: Can I bulk delete?
Answer: Yes, you can currently bulk delete in batches of 50 records. Select
instead of update, when selecting records.