Follow

How do I make changes in bulk within my database?

There are a number of changes you can make to contact records within your database in bulk.  After pulling up the records that you would like to apply the changes to on your Advanced Search page, you can access these options from the Contact Options menu above your search results: 

bulact2.png 

There are a number of bulk actions you can initiate from this menu, so we'll cover them each in turn below:  

bulk_contact_actions.png

 

  • Add Activity This allows you to add an identical activity for multiple contacts at one time. Additional details are here.
  • Add to Seminar If you use the Seminar Management tool in Redtail, this option allows you to easily add multiple contacts to an existing seminar.  Additional details are here.
  • Add to Tag Group If you use Tag Groups, this option allows you to easily add multiple contacts to a Tag Group. Additional details are here.
  • Assign Keywords This option will allow you to assign a Keyword to your selected contacts in bulk. Additional details are here.
  • Broadcast Email This option allows you to send out personalized emails to multiple contacts at one time. Additional details are here.
  • Change Contact Category This option will allow you to change selected contacts' Category in bulk. 
  • Change Contact Marital Status This option will allow you to change the marital status for contacts in bulk.
  • Change Contact Referred By This option will allow you to change the Referred By field, located in a Contact's Details section, in bulk.  Additional details are here.
  • Change Contact Source This option will allow you to change selected contacts' Source in bulk.
  • Change Contact Status This option will allow you to change selected contacts' Status in bulk.
  • Change Contact Servicing Advisor This option will allow you to assign a Servicing Advisor to selected contacts in bulk.  Additional details are here.
  • Change Contact Writing Advisor This option will allow you to assign a Writing Advisor to selected contacts in bulk.  Additional details are here.
  • Combine Contacts This option allows you to combine duplicate records within Redtail into one contact record. Details are here.
  • Delete Contacts This option allows you to delete multiple contacts from your database at one time.  NOTE:  Deleted contacts are accessible in your Recycle Bin unless you permanently delete them from that area.  More details are here.
  • Disable Birthday Reminders This options allows you to disable Birthday Reminders in bulk. More information is here.
  • Enable Birthday Reminders This options allows you to enable Birthday Reminders in bulk.  Additional details are here.
  • Note Entry In instances where you need to add the same Note for multiple contacts at once, this option will allow you to do so.  Additional details are here.
  • Permissions (Add) and Permissions (Remove) These option allows you to apply or remove permission settings in bulk to contacts. More details are here.
  • Remove Keywords In instances where you need to remove the same Keyword for multiple contacts at once, this option will allow you to do so.  Additional details are here.
  • Role Assignment - The ability to assign the Role of Advisor, Associate Advisor or CSA to your database users for contacts in bulk is available here. Read details here.
  • Create MarketingPro Document This option allows you to run mail merges for multiple contacts with pieces you've sent from your MarketingPro account into Redtail.
  • Send to Constant Contact  This option allows you to send multiple contacts to one of your Constant Contact lists. You can read more about the integration here.
  • Send to MailChimp  This option allows you to send multiple contacts to one of your MailChimp lists. You can read more about the integration here.
  • Send to Riskalyze This option allows you to send contacts in bulk to your Riskalyze account.
  • User Defined Field This option will allow you to assign a User Defined Field and Value to your selected contacts in bulk.  It also provides you with the opportunity to overwrite a value for the field you're assigning, if any of the selected contacts already have a value for that UDF.  Additional details are here.
  • Workflow Link This option allows you to link a Workflow Process to multiple contacts at one time. Additional details are here.
  • Written Agreements Review Change - This option will allow you to change the dates for these reviews for multiple contacts at the same time.  Additional details are here.
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk