FAQ - How do I mass update contacts

FAQ - How do I mass update contacts

Administrators have the option to edit a group of contact records all at one time. You can edit parent or student information. You can filter the list and update a group all at once.

For example, if you want to update the custom field for Board Members to add your new names:
  • Go to People / Parents.
  • Select the new names you wish to add.
  • Click the "Update Checked" button.
  • Change the field for Board Members to "Yes."
  • Click the "Update" button.
  • Once this is done, it cannot be undone!
  • Custom Fields that are set up as text fields are not available for the mass update feature.


    • Related Articles

    • Orphaned Contacts

      Orphaned contacts are Contact Records that do not have an associated User Account with the Contact Record. These are Contact Records that administrators added or that were created during a contact upload.  List of Orphaned Contacts To see a list of ...
    • Duplicate Contacts

      How Did We Get a Duplicate Contact Record? When a user logs in, if there is a contact record in your database that has the same email address associated with it, the user will be connected to that contact record. (This does not work if you turn off ...
    • Update - Mass Refunds

      Refunding Orders En Masse  If you need to refund items to a group of people, we recommend the Refund Worksheet. This report produces an on-screen worksheet that allows you to refund many SKUs across many orders at once and optionally issue account ...
    • Update - Orphaned Contacts

      In addition to the Communications List filter for Orphaned Contacts, you can also now filter by Orphaned Contacts on the People > Parent List. Knowledge Base Article: Orphaned Contacts
    • Uploading Contacts

      One of the ways that you can add contacts to your database is to do a contact upload. This is an additional service that our Customer Support Team is happy to do. (We do have the option for account administrators to do their own contact upload. If ...