Edit contacts details in bulk

Contacts - Edit Contacts in Bulk

There are certain fields in the Contacts page that can be edited in bulk. These fields are: Contact Partner, Contact Manager, your custom groups and the Invoice/Statement Delivery setting.

1. Click Contacts > All Contacts.

2. Click Change in Bulk.
3. Select the field you want to update in the Update drop-down list.



4. Select the value to update the field to in the Change To drop-down list.



5. Use the relevant Contact Filters and Dynamic Field Filters to identify the list of contacts that you want to edit.
6. Click Next.
• A list of contacts that match the criteria is displayed.
• By default, all the contacts in the list are selected.
7. Clear the check boxes of any contacts you do not want to edit.
8. Click Apply Change.

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