Mass contact editing

Mass contact editing

There needs to be a way to make mass contact edits - for example, if you have 100 contacts from a particular company and their address changes - how do you edit without going into each contact's information and manually making changes for each one?
14 Comments
CTCT Employee

Hi Angie,

 

Thanks for providing this feedback. Currently, the only way to do this is by making the updates in a file and then importing the file.

 

I might first suggest doing an Advanced Search for the company name. You can then select all contacts within the search results and Export them to an Excel file. You can then make your edits and use the Add Contacts - From a file option to update the file. On the screen where it asks you to choose a list, there is a check-box below to say that you are just updating the contact information.

Visitor
having the ability to add one company to multiple contacts at one time.
Moderator

Thanks for sharing this feedback!

Regular Visitor
It would be nice to be able to edit multiple contacts at once, similar to adding multiple contacts. I find editing contacts to be cumbersome.
Moderator

Thanks for posting this feedback. At this time you would need to import a file of contacts to update if you wanted to edit more than one at a time.

Occasional Visitor
How can I edit contacts without having to open them all up individually?
All Star
When editing in this view, after making a change, then your screen defaults back to the active list. It should go back to the same list I was working on. Susan
Moderator
Status changed to: New
 
Moderator

Hi @LorettaC33 

Thanks for posting. It sounds like you are clicking to reload the contacts tab after making edits. Since the page is refreshing you will revert to the defaults. Instead you can use the back arrow on your browser window and it will lead you right back to the page you left off on. 

Moderator

Hi @DavidS837

The only way to do a mass edit is via file import. You can import new or updated information about your contacts via an excel or CSV file and it will overwrite. You will need to make sure first & last name, email address or social profile match exactly to make sure the information on the correct contact updates. 

Moderator
Status changed to: New
 
Moderator
Status changed to: Voting Open
 
CTCT Employee
Status changed to: Closed - Not Enough Votes

There hasn't been any movement on this in a year and a half, if this is still something you want to see please create a new post.

Occasional Visitor
It's frustration to NOT have the ability to have to select one contact at a time to Edit! This takes a lot of time. Why do we not have the ability to open a List, view all the contacts, then have the ability to edit ANY of the contacts in that list? This, of course, would be applicable ONLY for those contacts that we are importing/adding manually—NOT for those who have opted-into the email list. If a group of names has been "Added by you" it should be able to be modified by "you" also!!!