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Update many contacts at once

LiveFor: Admin, Standard

Bulk tag, type, client owner and manager, create work, delete.

Tick the contacts on the list (the box at the top ticks the whole page), and the toolbar appears.

Three contacts ticked and the toolbar: 3 Contacts Selected, Add Work, Create Engagement, Email, Tags, Contact Type, Client Owner, Client Manager, Export, Delete and Clear Selection.
The bulk toolbar.
Action Does
Add Work Creates a job for each contact.
Create Engagement Starts an engagement for each.
Email Writes one email to each.
Tags Add a tag or Remove a tag.
Contact Type Changes their contact type.
Client Owner / Client Manager Hands them to a colleague.
Export Downloads just these.
Delete Deletes them, after confirming.

Clear Selection unticks everything.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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