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Edit Fields from Multiple Contacts Simultaneously

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Skilled Commentator
Posts: 70
Country: USA
Accepted Solution

Edit Fields from Multiple Contacts Simultaneously

[ Edited ]

Hello Sage ACT! Community,

 

Now that I've finally mastered dynamic grouping, I'd like to edit contacts' fields in masses.

 

Is there a way to select multiple contacts and change the same field for all contacts? 

 

For example, with Act4Advisors at least, every contact has a "ID/Status" field. If I want to change this for several or many contacts, I'd like to create a lookup from another group and change their Status fields all simultaneously.

 

Does this make sense? 

 

Thanks,

 

David


 David Kimball
 davidvkimball.com
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Accepted Solutions
Solution
Accepted by topic author davidvkimball
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Edit Fields from Multiple Contacts Simultaneously


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Skilled Commentator
Posts: 70
Country: USA

Re: Edit Fields from Multiple Contacts Simultaneously

[ Edited ]

Is there a way, perhaps, to utilize the "Edit Mode" and/or "Tag Mode" in the List View to accomplish this? 


 David Kimball
 davidvkimball.com
 Facebook  Twitter  LinkedIn
Solution
Accepted by topic author davidvkimball
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Edit Fields from Multiple Contacts Simultaneously

Skilled Commentator
Posts: 70
Country: USA

Re: Edit Fields from Multiple Contacts Simultaneously

Thank you. 


 David Kimball
 davidvkimball.com
 Facebook  Twitter  LinkedIn