Bulk edit - Contact person

What this does

Bulk Edit Contact Persons lets you update a specific field — such as Mobile, Email, or Address — across multiple contact person records at the same time, without having to edit each one individually.

Note: The workflow on this page is identical to Bulk Edit Clients. Only the field groups and table columns differ. Refer to that page for full details on the Preview Changes, Save Changes, Undo/Redo, and Filter flows.

Before You Start

• You need permission to edit contact persons (granted by your workspace admin).
• Know which Field Group you want to update before you begin.

Steps

1. In the left sidebar, click Contact Person → Bulk Edit.

2. Click the Field Group for Bulk Edit dropdown and select the group of fields you want to edit.

   The contact person table loads automatically with all contact persons listed and editable columns for the selected field group.

3. (Optional) Use the Search bar (top right) to find a specific contact person by Name, Email, or Mobile.

4. Edit the values directly in the table. Use the Undo (↺) and Redo (↻) buttons to reverse or reapply changes.

5. Click Preview Changes to review all pending changes before saving.

6. Click Save Changes to apply all changes. A green toast notification confirms: "Changes Processed — All changes have been processed successfully."

Field Groups for Bulk Edit

Related Articles

• Contact person list
• DSC Status
• Clients Bulk edit