How to add/update Custom Fields in bulk

If you require a field in OnePageCRM that does not exist by default, you can create one as a custom field. There are 3 types of custom fields:  Contact, Organization and Deal custom fields. but only two types can be updated in bulk: Contact and Organization custom fields. 

Update Custom Fields in bulk

To add/update custom fields in bulk, you must first create the custom field
Choose the appropriate contacts by either:
  • Selecting all contacts in your Action Stream.
  • Manually selecting contacts by checking the box beside their name.

In the Bulk updates bar → click  More → select  Advanced updates... from the dropdown.
Choose the custom field from the dropdown → add your field value.
Click Apply.
Note: You can decide i f content already exists to 'Don't apply' or 'Overwrite it'.

Still need help? Contact Us Contact Us