Change the Contact Status for records in bulk

You can learn more about creating Contact Statuses for your database here.  In this post I just want to cover how you would go about adding or editing the Contact Status for multiple contacts in bulk.

From your Advanced Search page, after running a search that will include your desired contacts, place checks to the left of the names of those contacts for whom you want to edit the Contact Status:



In the example above, I've run a search that yielded 99 records (only partial results are displayed in the screenshot) — I then selected six of those records for whom I want to add or edit their Contact Status.

My next step would be to click Options in the Result Options widget to the right of my search results and then to select Bulk Contact Status Change from that menu:




After clicking Bulk Contact Status Change, I'll then see the Change Contact Status dialog, where I can add then clear the Contact Status for each of these six records or choose from my existing Contact Statuses to apply one of them to these six contact records:




The Contact Statuses available here are those that your database users have established within your CRM - you can learn more about adding Contact Statuses to your database here.  Recommendations for how to use the Contact Status field are here.

To select a Contact Status, just click the arrows in the New Contact Status box, click your desired Contact Status and click Change Contact Status:




In the above example, once I click Change Contact Status, these six contacts will have "Client" displayed in the Contact Status field within their records.

As you can probably see, it's a quick and easy method to change the Contact Status for multiple contacts at one time.  Note: Contact Status is a searchable field within Redtail CRM, so you can easily search for all records with a specific Contact Status.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk