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Change the Contact Status for records in bulk

You can learn more about creating Contact Statues 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 to whom you want to edit the Contact Status: 

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

 

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

After clicking Change Contact Status, you'll then see the Change Contact Status modal, where you can then clear the Contact Status for each of these records or choose from your existing Contact Statuses to apply one of them to these 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 inside the New contact status box, click your desired Contact Status and click Change Contact status

 

In the above example, once you click Change Contact Status, these 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 clients 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.

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