Performing a Mass update

To open the Mass update page: From the Contacts menu, click Mass update.

Use the Mass update feature to update multiple contact records simultaneously. For example, if the zip code changes in a particular area, use Mass update to update all affected contacts.

To perform a mass update

1. Search for the contacts you want to update. For more information, see "Performing an Advanced search".

2. Click Start Search.

The second step appears, displaying all contacts that matched your search criteria.

3. Select the contacts you want to update, and then click Next.

The Mass update data entry page opens.

4. Select the tab of the area(s) you want to update:

• Address/phone

• Description

• Follow-up action plans

• Salutation

• Notes

Tip:  You can perform a mass update using some, all, or a combination of fields.

5. Click Start to begin.

The Mass update confirmation dialog box opens, showing you the type of information you have chosen to update.

6. Click Yes to proceed.

Top Producer 7i updates the selected contact records.