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Change the Contact Category for records in bulk

You can learn more about creating Contact Categories for your database here.  In this post I just want to cover how you would go about adding or editing the Contact Category 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 Contact Category:


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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 Contact Category.

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 Category Change from that menu:

 

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

 

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

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

 

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

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

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