Update Contacts Using a Contact Management Query

As an Administrator, you can use Contact Management to batch update Contacts in a variety of different ways, including flagging leads into the queue, unflagging them out of the queue, as well as moving Contacts into another team and assigning Contacts to a User or Team.

Note: Updating Contacts is NOT reversible. All updates using Contact Management are permanent.

 

How to Update Contacts Using a Query

  1. Log in to VanillaSoft as an Admin.
    Login.jpg
  2. Select the desired Project.
    Project.jpg
  3. Under Contacts & Reports, click on Contact Management.
    contactmanagement.png
  4. If you want to build your Query from scratch, click Build a New Query.
    buildquery.png
    • If you have a saved Query, click Select This Query, then Edit This Query.
      4_select_this_query__edit_this_query.png
  5. Select a field, then click the right arrow for each field you wish to view in your Query.
    5_select_field__click_right_arrow_for_each_field.png
  6. Set the Filter and Value for each desired Field as needed.
    queryvalue.png
  7. Once each Field has the Filters and Values set as desired, click Run Query.
    runquery.png
  8. When the Query Results page populates, click Perform Task.
    8_click_perform_task.png
    • Note: If your query returns no results, click the Edit Query button to modify its filters and values.
  9. Click on Update Contacts.
    updatecontacts.png
  10. Check the box next to the Field(s) you want to update, then enter the Value to be applied.
    10_update_field_values.png
    • If you want to remove a Value from a Field, check the checkbox and leave the Field blank.
      10.2_blank_update_value.png
  11. Once done, click on Update.
    completeupdate.png
  12. Click Ok at the prompt to confirm the change.
    12_Click_Ok_to_confirm.png
  13. The Query Results page will display how many contacts have been updated until completion.
    13_query_results_page_contacts_updated.png
    • Note: After the contacts have been updated, you will see the Query Results page.

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