Custom fields are the perfect place to store unique information about contacts. That information is searchable and highly useful as you work to build great relationships with your contacts.
Sometimes, you may need to update custom fields for a group of contacts. We’ve just made this exceptionally easy to do in Batchbook.
Introducing if/then criteria for managing custom fields
Now, when you batch edit contacts and select to manage their custom fields, you’ll have the option to add “if” criteria. When that criteria is met, and only then, your changes will go through. This makes it possible for you to make all kinds of useful and very specific changes.
For instance, let’s say you are retiring from the sales field and need to assign all your contacts to the hot new hire you just made. You also have a couple other sales reps who work part time, and you want them to keep their existing contacts. You can simply do a batch edit to change any assigned to fields that have your name to your new sales rep’s name. Easy peasy.
You can do all sorts of useful things with this tool. Some examples include:
- You have a new sales rep and you want to reassign a bunch of contacts to her
- You have a list of people who checked in at your event and you want to mark them all as attended
- You’ve changed the names of the steps in your lead workflow and need to update them for all contacts
- You want to add a region to all of your contacts for easier segmenting
Makes managing multiple instances of a custom field easier
If you use multiple instances of a custom field set on your contacts, this new update will be especially helpful for you. Let’s say you record event attendance for your contacts, and they tend to come to multiple events.
Now, you can just make updates to a specific event. Want to mark a group of contacts as registered for an event. Just include the event name or any other unique identifier in the “if” criteria. The updates will then only be made for matching events.
How to get going with this new feature
Ready to try this out for yourself? You bet you are! This feature is part of our Batch Actions. To find the Batch Actions menu, just click the check box next to a contact’s name on the Contact Browse page or on your Advanced Search results. This will open the Batch Actions menu, where you can select “Manage Custom Fields”, and then click on “Edit”.
When you do, you’ll be able to choose which custom field set to edit, and then you’ll be able to choose criteria for your edits.
This is an advanced feature, but when you need it, we think you’ll find it super useful.