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How do I make changes in bulk within my database?

There are a number of changes you can make to contact records within your database in bulk.  After pulling up the records that you would like to apply the changes to on your Advanced Search page, you'll find these in the Options menu within the Advanced Search Result Options widget:

There are a number of actions you can initiate from this Options menu, so we'll cover them each in turn below:

 

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  • Add to Seminar If you use the Seminar Management tool in Redtail, this option allows you to easily add multiple contacts to an existing seminar.  Additional details are here.
  • Add to Tag Group If you use Tag Groups, this option allows you to easily add multiple contacts to a Tag Group. Additional details are here.
  • Assign Keywords This option will allow you to assign a Keyword to your selected contacts in bulk. Additional details are here.
  • Broadcast Email If you would like to send an email to multiple contacts within your Redtail database, this option provides you with a method of doing so.  You can read about this in detail here
  • Bulk Checklist Assignment This option will allow you to attach a Checklist to multiple contacts at once.  Additional details are here.
  • Bulk Contact Category Change This option will allow you to change selected contacts' Category in bulk.  
  • Bulk Contact Source Change This option will allow you to change selected contacts' Source in bulk.
  • Bulk Contact Status Change This option will allow you to change selected contacts' Status in bulk.
  • Bulk Activity Entry  This option will allow you to add an identical activity to multiple contact records in bulk.
  • Bulk Note Entry In instances where you need to add the same Note for multiple contacts at once, this option will allow you to do so.  You won't see all of the fields that are available when adding a Note to an individual record, but you can enter your Note and assign it a Category. Additional details are here.
  • Bulk Permission Change  set permissions for multiple contacts at one time.  Details are here.
  • Bulk Referred By Change This option will allow you to change the Referred By field, located in a Contact's Details section, in bulk.  Additional details are here.
  • Bulk Servicing Advisor Change This option will allow you to assign a Servicing Advisor to selected contacts in bulk.  Additional details are here.
  • Bulk User Defined Field This option will allow you to assign a User Defined Field and Value to your selected contacts in bulk.  It also provides you with the opportunity to overwrite a value for the field you're assigning, if any of the selected contacts already have a value for that UDF.  Additional details are here.
  • Bulk Workflow Assignment This option will allow you to initiate a Workflow Process for multiple contacts at once.  Additional details are here.
  • Bulk Writing Advisor Change This option will allow you to assign a Writing Advisor to selected contacts in bulk.  Additional details are here.
  • Bulk Written Agreements Review Change - This option will allow you to change the dates for these reviews for multiple contacts at the same time.  Additional details are here.
  • Combine Selected Contacts If you find that you have multiple records for a contact, this option provides you a method of combining them
  • Create Marketing Library Document If you are a Marketing Library subscriber, you can send documents from Marketing Library to Redtail and merge in bulk for contacts here. Additional details are here.
  • Delete Selected Contacts This option allows you to delete multiple contacts from your database at one time.  NOTE:  Deleted contacts are accessible in your Recycle Bin unless you permanently delete them from that area.  More details are here.
  • Disable Birthday Reminders This options allows you to disable Birthday Reminders in bulk. More information is here.
  • Enable Birthday Reminders This options allows you to enable Birthday Reminders in bulk.  Additional details are here.
  • Send to Constant Contact If you have an account with Constant Contact, you can create an export here for import into your Constant Contact account.
  • Send to MailChimp  If you have an account with MailChimp, you can send contacts in bulk to one of your predefined MailChimp lists.  You can also elect to send them an Opt-In Email with this option. 
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