Community
Showing results for 
Search instead for 
Do you mean 
Reply

Mass Contact Edit

New Member
Posts: 2
Country: United_Kingdom

Mass Contact Edit

Hi I wonder if anyone can help, I'm trying to edit a whole bunch of contacts at once. I currently have a load of contacts that begining with either Mr or Mrs and I want to remove this so only their actual name is left. 

I am currently sifting through on 'edit mode' but this is exceedingly painful.

Thanks,

Copper Contributor
Posts: 45
Country: United_Kingdom

Re: Mass Contact Edit

Hi Marek

 

How many contacts?

 

 

Glenn Lye
glye@crmdata.co.uk
07827 643672
New Member
Posts: 2
Country: United_Kingdom

Re: Mass Contact Edit

Roughly between 500-2000 contacts Glenn. 

Copper Contributor
Posts: 45
Country: United_Kingdom

Re: Mass Contact Edit

Hi Marek

 

The way I would approach this would be: -

 

  • Create a Contact field into which a unique number can be entered e.g. Contact Number
  • Run a Contact Numbering program or addon against the database to populate the new field
  • Lookup the Contacts to be edited
  • Export the Records to Excel using the Contact List view - ensuring that Contact and your new Contact Number field are included
  • Use Excel tools such as Find and Replace to edit the Contact column
  • Then import the records back into Act ensuring that duplicate checking is set to match on the Contact Number field

 

You should find that the Contact Name now reflects your changes made in Excel.

REMEMBER TO BACKUP THE DATABASE BEFORE YOU BEGIN THIS PROCESS.

 

We can supply you with a Contact Numbering utility FOC if you desire.

 

 

Glenn Lye
glye@crmdata.co.uk
07827 643672
Copper Elite Contributor
Posts: 112
Country: Germany

Re: Mass Contact Edit

[ Edited ]

Call Project Support; Adrian Day.

www.projectsupport.ltd.uk

They have an Addon called AdvancedReplace which does the job easily. It can replace/delete partial contents of an ACT! field as is your wish.

It is part of a package called "Act! +", which we have developed and Adrian is our representative for UK.

Details here https://actsoftwareconsultants.co.uk/act-plus/

MUCH easier than going all the way trough Excel and still being in need of yet another Addon (Autonumber) which doesn't solve the problem itself.

Btw, Autonumber is also part of the Addon package "Act!+" Smiley Wink

Andreas Schlesselmann
Melville-Schellmann GbR
Germany
www.melville-schellmann.de
Bronze Elite Contributor
Posts: 2,545
Country: New_Zealand

Re: Mass Contact Edit

There is Append and Remove from www.freeactaddons.com that will achieve what you want. Always backup your database prior to running mass edits.

 

 

 

Graeme Leo
Xact Software - consultants and developers
Follow us on Twitter and check out our Blog


Bronze Elite Contributor
Posts: 1,409
Country: United_Kingdom

Re: Mass Contact Edit

[ Edited ]

Hi Graeme

 

Thanks for the item regarding the Edit append now having the remove button. Tested and it worked like a dream for a client who also needed Personal Titles removed.

 

IMPORTANT HINT- Start with Mrs before Mr or you will be left with Just s which you would not then be able to remove without removing all s in contact names!!!!

 

 

Bronze Elite Contributor
Posts: 2,545
Country: New_Zealand

Re: Mass Contact Edit


ch1p wrote:

Hi Graeme

 

Thanks for the item regarding the Edit append now having the remove button. Tested and it worked like a dream for a client who also needed Personal Titles removed.

 

IMPORTANT HINT- Start with Mrs before Mr or you will be left with Just s which you would not then be able to remove without removing all s in contact names!!!!

 

 


Correct. Best to run a contains search such as this..

xxx.png 

 

Then from the Lookup created select just the records you want as the final Lookup to be operated on.  

Keep in mind that some names have the 'mr'  letter combination e.g. Imran and Plumridge.  

Graeme Leo
Xact Software - consultants and developers
Follow us on Twitter and check out our Blog


Bronze Super Contributor
Posts: 1,538
Country: United_Kingdom

Re: Mass Contact Edit

Would it work best if you used Mr, Mrs etc with a space at the end?  eg 'Mr '


David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org 
Bronze Elite Contributor
Posts: 1,409
Country: United_Kingdom

Re: Mass Contact Edit

[ Edited ]

Hi Graeme

 

I had the same concern about removing other instances of mr but In my testing the add-on is case sensitive so the problem did not arise.

 

Great add-on improvement and one that I know I will use again.

 

Hi David

 

Tried with a space as you suggested and worked first time but not second so jury out on that one.