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
- Selecting all contacts in your Action Stream.
- Manually selecting contacts by checking the box beside their name.