Tired of tediously updating contacts one by one? Well, get ready for a game-changing feature that will save you time and effort! Following the smashing success of our recent release that allowed users to create deals from multiple contacts, we’re thrilled to unveil the next big thing – the ability to edit multiple contacts all at once! Say goodbye to manual updates and hello to seamless efficiency!
Effortless updates, multiple contacts at once
Imagine this scenario – you need to update the company name for several contacts in your Crmble database. Instead of slogging through each contact individually, we’ve got a nifty solution for you! Simply head to the table view of Crmble’s contact section, and with just a few clicks, you can select all the contacts you want to modify. It’s as easy as checking those boxes at the start of each row, and voilà – you’ve got your squad of contacts ready for a group update!
The Magic of Bulk Edit
Once you’ve got your dream team of contacts selected, hit that “Action” button, and behold the magic of the “Edit Contacts” option in the dropdown menu. A fresh, empty contact form pops up, eagerly awaiting your input. Now, you can unleash your editing prowess and enter all the new details you wish to apply to your selected contacts
Know the rules of the game
Before you dive in, we’ll give you a heads-up on how this powerful bulk editing feature works its magic. Brace yourself:
- For multi-value fields like Email, Phone, and Address, any new data you enter in the form will be gracefully added to the existing information without a trace of overwriting.
But, for other fields, be aware that any data you put in the form will boldly replace the existing information for your selected contacts.
Pro tip
This feature is especially handy if you want to breeze through adding a company email to multiple contacts all belonging to the same company. Now that's what we call a productivity boost!
Follow our step-by-step guide, and you’ll be a master of efficient contact management in no time:
- Head to the table view of Crmble’s contact section.
- Handpick your contacts by checking those boxes or simply use the search field in the header of any contact field column to filter multiple contacts like a breeze.
- Click the “Action” button and choose “Edit Contacts” from the dropdown menu.
- Fill in the contact form with the new details you want to apply.
- Remember the golden rules of editing – multi-value fields add, others replace.
With these insider tips, you’re ready to revolutionize how you manage your contacts! Embrace the power of bulk editing with Crmble, and watch your productivity soar to new heights. Happy editing!