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.
   
   

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2. Select the desired Project.
   
   

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3. Under Contacts & Reports, click on Contact Management.
   
   

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4. If you want to build your Query from scratch, click Build a New Query.
   
   
   • If you have a saved Query, click Select This Query, then Edit This Query.
     
     

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5. Select a field, then click the right arrow for each field you wish to view in your Query.
   
   

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6. Set the Filter and Value for each desired Field as needed.
   
   

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7. Once each Field has the Filters and Values set as desired, click Run Query.
   
   

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8. When the Query Results page populates, click Perform Task.
   
   
   • Note: If your query returns no results, click the Edit Query button to modify its filters and values.

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9. Click on Update Contacts.
   
   

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10. Check the box next to the Field(s) you want to update, then enter the Value to be applied.
    
    
    • If you want to remove a Value from a Field, check the checkbox and leave the Field blank.
      
      

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11. Once done, click on Update.
    
    

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12. Click Ok at the prompt to confirm the change.
    
    

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13. The Query Results page will display how many contacts have been updated until completion.
    
    
    • Note: After the contacts have been updated, you will see the Query Results page.