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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: 

Then, click the Contact Options menu above your search results and select Bulk Actions: 

 

Next, select Change Contact Writing Advisor from the Bulk Contact Actions modal that appears.

After clicking Change Contact Writing Advisor, you'll see the Change Writing Advisor modal, where you can then clear the Writing Advisor for each of these records or choose from your existing Writing Advisors to apply one of them to these contact records: 

 

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 inside the New writing advisor box, click your desired Writing Advisor and click Change Writing Advisor

 

In the above example, once you click Change Writing Advisor, these contacts will have "Seth Slaughter" 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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