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Change the Writing Advisor for contact records in bulk

You can learn more about creating Writing Advisors for your database here.  In this post I just want to cover how you would go about adding or editing the Writing Advisor 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 to whom you want to edit the Writing Advisor:


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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 Writing Advisor.

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 Writing Advisor Change from that menu:

 

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

 

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The Writing Advisors available here are those that your database users have established within your CRM - you can learn more about adding Writing Advisors to your database here.  

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

 

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In the above example, once I click Change Writing Advisor, these six contacts will have "Jonatha Bonham" displayed in the Writing Advisor field within their records.

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

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