I uploaded a list where I moved the company name to a custom field, and left the company name field blank. It updated the custom field, but left the original data in the company field. I wanted that field to be blank. How can I bulk delete data in a non-custom field?
Thank you for reaching out to the Community with your question! Blank fields will not overwrite existing information so the only way to remove existing Company Names entirely is to go into each contact profile one by one, and delete the information in that field. This could potentially be a huge time commitment, so a more efficient way would be to overwrite the existing Company Names with new info such as a asterisk or other symbol. You can make excel, numbers, or sheets do all the hard work of adding the symbol in the Company Name column.
There are multiple ways to do this, but the one that worked for me was
Thanks, Kara. I actually already knew this and did this and it worked; however, since Constant Contact is connected via a conduit to my online CRM, the CRM updated all of the company names to the symbol in its records. Because of names in the Constant Contact company field, the CRM converted those individual contacts into organizations (which they are not), so I did the "symbol'" bulk edit, and of course, the CRM saw this and changed to the symbol. I could fairly easily correct this in my CRM, but if Constant Contact records weren't changed, then it would happen again. That's why I wanted to find another way to bulk edit the field.
I still had to go into each individual Constant Contact record and delete the symbol, so that the issue would not happen again.
That's why I was hoping there would be an easier, more effective way to bulk update in Constant Contact. We shouldn't have to download everyone, make changes and upload each time. There should be a way in Constant Contact where you can choose the field you want to bulk edit and make the change.
So that's the entire picture of the issue and the need.