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.
      editquery.png
  5. Add any Fields that you wish to view in your Query.
    queryfilter.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. The query will then display the Query Results.
    queryresults.png
  9. Click on Perform Task and then Update Contacts.
    updatecontacts.png
  10. Check the box next to the Field(s) you want to update and enter the Value to be applied.
    updatefields.png
    • If you want to remove a Value from a Field, check the box and leave the Field blank.
      blankupdate.png
  11. Once done, click on Update.
    completeupdate.png

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