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Bulk edit

New Member
Posts: 7
Country: USA

Bulk edit

I see there are some addons for bulk edit of opportunities. Is there a way to bulk edit fields?

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Bulk edit

Hello Dabrowski,
Welcome to the ACT! Online Community. There is a way that you can edit the contents of a single field for multiple contacts. You would perform a lookup of the contacts whose field value you would like to change, then go to Edit > Replace Field to change to value of that field for the contacts in your lookup. You can also use Swap or Copy as well under the Edit menu.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

New Member
Posts: 7
Country: USA

Re: Bulk edit

Thanks! That's what I was looking for!

Copper Super Contributor
Posts: 47
Country: USA

Re: Bulk edit

Thanks so much for this. I never knew you could do that. I can't tell you how much time I've wasted changing field contents, one record at a time.