Update Contacts

Form ID: (CR503021)

On this form, you can mass-update contact records by selecting the settings you want to update in the Mass Update wizard.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


Button	Description
Process	Initiates the update process for the contacts that you have selected in the table. When you click this button, the Mass Update wizard opens, which you use to update a setting or multiple settings in the selected contacts.
Process All	Initiates the update process for all contacts listed in the table. When you click this button, the Mass Update wizard opens, which you use to update a setting or multiple settings in all the listed contacts.

Mass Update Wizard

You can use this wizard to update a setting or multiple settings in the contacts. You can open the wizard in one of the following ways:

By selecting a record or multiple records in the table and clicking Process on the form toolbar
By clicking Process All on the form toolbar

This wizard consists of two pages with the [1]janice.paganiniAs a global comment, we say "settings" everywhere, including in places where we really should be referring to the element (such as in the Name column). The page has a list of *elements* (and the wizard text should be talking about the elements, not fields); you can change their values or states (which are settings). To put it another way, the things listed in the Name column are elements, and the things in the Value column are settings (values or states). I'm changing these only in places where "setting" is egregiously wrong, but we might want to further tweak this later.2023/05/2020:57:13-04:00elements and attributes of the contacts that you might want to update, and a review page with the changes the system will apply to the selected contacts if you click Finish.

Table 1. Mass Update Wizard: Elements PageIn the table on this page, you can select each element whose settings you want to change, enter the new value or state for each selected setting, and proceed to the next page.
Element	Description
Included	An unlabeled check box that you can select to cause the system to insert the value you specify for this element in all processed contacts.
Name	The name of the element whose value or state you can update in the processed contacts if you select the unlabeled check box and specify a new value or state.
Value	The value (or state) that will be applied to the element in the processed contacts if the element is selected.
To proceed, you click one of the following buttons.
Next	Goes to the next page of the wizard.
Cancel	Closes the wizard and cancels any changes.

Table 2. Mass Update Wizard: Attributes Page
In the table on this page, you can select an attribute or multiple attributes, enter the value for each selected attribute, indicate whether the attribute is required, and proceed to the next page.

This page appears if contacts included in the processing are belong to the same contact class.

If contacts included in the processing are belong to different contact classes, this page does not appear.
Element	Description
Included	An unlabeled check box that you select to cause the system to insert the value you specify for this attribute in all processed contacts.
Name	The name of the attribute whose value or state you can update in the processed contacts if you select the unlabeled check box and specify a new value or state.
Value	The value (or state) of the attribute that will be applied to the processed contacts if this attribute is selected.
Required	A check box that you can select to make the attribute required for the selected contacts.
To proceed, you click one of the following buttons.
Next	Goes to the next page of the wizard.
Prev	Goes to the previous page of the wizard.
Cancel	Closes the wizard and cancels any changes.

Table 3. Mass Update Wizard: Review PageOn this page, you can review the changes you are going to apply to the selected contacts.
Element	Description
Change area	An area where you can view all the changes that you are going to apply to the processed contacts.
To proceed, you click one of the following buttons.
Finish	Closes the wizard and applies the changes to the processed contacts.
Prev	Goes to the previous page of the wizard.
Cancel	Closes the wizard and cancels any changes.

Table

This table contains the list of all contacts. If a reusable filter has been applied, the table lists the contacts that meet the conditions of the filter.

[2]janice.paganiniWhy do both of these elements exist? It seems like a bug because they seem to have redundant functionality: Active check box selected = Active status selected Active check box cleared = Inactive status selected2021/08/2100:35:43-04:00[3]janice.paganiniPlease be clearer about what incoming and outgoing constitute (here and in the next description ... I can't fathom what either might mean in regard to a contact. I don't see anything on the Activity form that indicates incoming or outgoing.2021/08/2100:39:51-04:00


Column	Description
Included	An unlabeled check box that you select to include the contact in processing if you click Process.
Contact	The name of the contact, which is a link you can click to open the Contacts (CR302000) form in a pop-up window and view the details of the contact.
Title	The contact's courtesy title, which is one of the following options: Dr., Miss, Mr., Mrs., Ms., or Prof.
First Name	The first name of the contact.
Last Name	The last name of the contact.
Job Title	The job title of the contact.
Duplicate	The duplicate validation status of the contact. This column is displayed on the form only if the Duplicate Validation feature is enabled on the Enable/Disable Features (CS100000) form.
Business Account	The business account that the contact is associated with.
Account Name	The business name of the contact's company.
Parent Business Account	The identifier of the parent business account, if applicable.
Parent Business Account Name	The business name of the parent business account, if applicable.
Active	A check box that indicates (if selected) that the contact is active, which means that it appears in all Contact lookup tables, and can be selected in documents and other records.
Status	The status of the contact. This box contains one of the following options: Active: The contact is active, appears on all Contact lookup tables, and can be used in documents. Inactive: The contact is inactive and cannot be specified in documents and other records.
Reason	The reason the status of this contact has been changed.
Contact Class	The identifier of the contact class to which the contact belongs.
Source	The source of the contact.
State Name	The state of the contact.
Country	The country of the contact.
City	The city of the contact.
Postal Code	The postal code of the contact.
Address Line 1	The first line of the contact's address.
Address Line 2	The second line of the contact's address.
Email	The email address of the contact.
Phone 1	The primary phone number of the contact.
Phone 2	The secondary phone number of the contact.
Phone 3	Another phone number of the contact.
Fax	The fax number of the contact.
Workgroup	The workgroup for the contact.
Owner	The owner of the contact.
Last Incoming Activity	The date of the latest incoming activity that is associated with the contact.
Last Outgoing Activity	The date of the latest outgoing activity that is associated with the contact.
Created On	The date when the contact record was created.
Last Modified On	The date when the contact record was modified most recently.