This article documents the steps involved in performing Mass Editing of contacts in the Centrex CRM. The Mass Edit page will allow you to change and manipulate multiple contact files at the same time.
This article includes the following topics:
Below is the Centrex Software training video on how to mass edit a list of contacts.
Mass editing overview
The DebtPaypro CRM allows you to build custom lists that you can add filters to, create data columns, and share. Creating a list allows you the option of doing a mass edit, meaning that you can include or exclude contacts based on location, status in a workflow, etc.
- From the Contacts tab, go to the right side of the page and select Mass Edit from the dropdown menu.
- Select one of the following options:
- With List - allows you to edit the entire contact list; or
- With Selected - allows you to edit only the selected contact files.
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Click the
icon to continue to the Mass Edit page.
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The Mass Edit page opens.
IMPORTANT
To avoid mistakes, double-check the number of contacts you are editing. This is displayed in big bold red letters.
Mass editing
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In the Standard Fields section, select the appropriate checkboxes and select an option from the following fields:
- File Type menu changes contacts from one file type to another file type. (ie: Debt Settlement to Student Loans).
- Created By menu changes the user that created the contact file.
- Created At date picker changes the date that the contact file was created.
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Assigned To list reassigns the files to a new user or users. Use Ctrl-click to highlight multiple users.
NOTE
If multiple users are highlighted, the system will reassign all contact files evenly split between the selected users.
- Select the checkboxes and change the values in the following sections, as needed:
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Company Type Assignment
NOTE
Assigning a contact to a different company will grant that company access to the contact file. - Role Assignment
- Status / Other
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Company Type Assignment
- If desired, in the Mass Add Note section, select the Note Type checkbox > select an option from the menu > then type the desired message.
- If desired, the Mass Add Alert section allows you to add an alert which will be displayed at the top of the Client Dashboard for all affected contacts in the Mass Add Alert section. To do so, select the Alert checkbox > type in the desired message.
- When finished, click Perform Mass Edit, found at the top left of the page (see below).
Custom fields
Custom fields are specific to your CRM and can be edited in addition to standard fields.
- Go to the section you want to edit > select the appropriate checkbox > and change the value, as needed.
Reassigning contacts
The most common way to utilize the Mass Edit page is for changing Contact Assignments. The following options are available:
- Assigned To reassigns the files to a different user. Use Ctrl-click to highlight multiple Users. If multiple Users are highlighted, the system will reassign all contact files evenly split between the selected users.
- Company Assignment reassigns the files to a new company. Assigning a contact to a different company grants that Company access to the contact file.
- Role Assignment reassigns the files to a different user of the specified role.
- Team reassigns the files to a different team.
Deleting contacts
The Mass Delete feature deletes all contacts that you have specified to be edited from the Contacts tab.
IMPORTANT
To avoid mistakes, double-check the number of contacts you are editing. This is displayed in big bold red letters.
- From the Contacts tab, go to the right side of the page and select Mass Edit from the dropdown menu.
- Select one of the following options:
- With List allows you to edit the entire contact list; or
- With Selected allows you to edit only the selected contact files.
- Click the
- Once your selections have been made, click Mass Delete, found at the top left of the page (see below).
- Confirmation is required to mass delete contacts.