Editing contacts in bulk
Menu Contacts2 min read
Bulk editing gives the same value to all the selected members: the status, the invoice delivery, the language, the subscriptions…
- Select the members in the grid. The Mass editing button stays greyed out until a row is selected.
- Click Mass editing, under For selection.
- On each row of the Bulk modifications window, choose the field on the left and the new value on the right.
- Click OK.
- The remindera value left empty clears the field for all the selected members.
- The changesa field on the left, its new value on the right. Here, the three members will receive their invoices by post and move to the Passive member status.
- Removing or adding a rowthe bin removes the row, the + adds one, up to 20. A field already chosen is no longer offered on the other rows.
- The list of fieldsTitle, Salutation, Gender, Allow photo publication, Nationality, Country, Language, Status, Role (access and permissions), Category, Competition level, Invoice delivery, Payment arrangement, Member paused, Pause reason and Subscriptions, then your club's custom fields that can be edited in bulk.
- OKstarts the changes. The button stays greyed out until each row has its value.
The change runs in the background: the message "Bulk modifications dispatched for 3 members." appears, then "3 members updated." once the work is done. No email is sent. The selected companies and families are skipped.