Organizing Contacts

At times you may find it necessary to update an entire batch of contacts at once.  For just such occasions, we've added a tool in your contact manager that allows you to modify a group of contacts you specify.  To apply changes to a batch of contacts...

1. In the contact manager, select the contacts you wish to edit by checking the box beside each.
2. Click Edit in the toolbar.
   
   
   
3. Then, in the Edit Contacts window, apply the changes you want to make across the selected contacts. Options are:
   • Assign Contact(s) to a Company - Changes the company listed for each of the selected contacts to the one you choose.
   • Update Contact(s) As - Allows you to flag the contacts as either public or private.
   • Assign Contacts to Groups - Allows you to add the selected contacts into a series of custom groups. To create additional custom groups, click Manage Groups.
   • Assign Your Contacts to Contact Types -Allows you to add the selected contacts into the series of pre-defined contact types that came with your site.
4. Click Save when finished to apply your changes.

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