Improvements to Contact Bulk Actions | Voters

156

Improvements to Contact Bulk Actions

under review

Gerardo Salandra

We will be adding support for more bulk actions, and also increasing the number of contacts that the bulk action applies to.
Improvement 1:
Allow Bulk Action on All Contacts from the Filter (not only 100 at a time)
Improvement 2:
The following additional Bulk Actions will be added.
Assign contact to a user
Change custom field
Open/close conversations
Bulk Delete Contacts
Bulk Trigger Workflow

June 9, 2020

Kim Brink

It would really help to be able to select more than just 100 contacts at a time! We have almost 2000 contacts so it's really a time waste having to do the tasks 20x instead of once.

Yihui Chan

Merged in a post:

Contacts: Bulk delete contacts

Alex See

This is really important to bulk delete contacts.

Desired outcome: Delete thousands of contacts at once.
Platform limitation: Delete up to 500 contacts at a time.

April 28, 2023

June 15, 2023

Yihui Chan

Hi Alex See, you're able to bulk delete contacts by multi-selecting them in the checkboxes and clicking on the Delete button.

Or do you mean to be able to delete contacts from a tag or segment? If so, we have a feature request that you can refer to here: https://respond.canny.io/feature-request/p/contacts-delete-all-contacts-in-a-tag-or-segment

Swetha V

Yihui Chan: Hi Yihui Chan my organization is ShareChat and I also need bulk delete contacts. I can't access the link mentioned above since I am not the member of that community.

Please give me a link which I can refer and access.

Yihui Chan

Hi Swetha V, could you try this again? https://respond.canny.io/feature-request/p/contacts-delete-all-contacts-in-a-tag-or-segment

Swetha V

Yihui Chan: Should I need to login

Yihui Chan

Swetha V: You can use the same account as you have here to log in and vote in the feature request link.

Swetha V

Yihui Chan: The link directs me to this page which is not helpful.

Yihui Chan

Swetha V How many contacts do you plan to delete? Currently we allow up to 500 contacts to be deleted at a time.

Swetha V

Yihui Chan: 20000+ contacts

Gerardo Salandra

Merged in a post:

group edit

Alexander Shakhov

There should be an option to select multiple contacts for:
1) Delete tag - deletes tag from all the contacts if it does exist
2) Set field - updates field for all the contacts (including custom fields) 
For (2) you can export CSV and Import as workaround, but it's not easy

December 16, 2022

December 19, 2022

Manav Banka

also I need that if I upload contact with same mobile number it should merged as one & new tag should be added in same contact, that will be better to interact with clients. Currently it creating duplicate contact with two diff tags

Shi Hui

Merged in a post:

Mass assignment of contacts

Respond Ostengo

Mass assignment of contacts that the assigned agent does not respond or is not online

February 26, 2022

March 1, 2022

Shi Hui

Hi Respond Ostengo, Just want to understand your use case here, do you use Workflows to assign Contacts to the online users? Can you share with us share that in what scenario you will need to do mass assignments?😊

Fawaz Bisyir

i need this faeature as soon as possible :

bulk change existing contact field to change to new contact field or tags

Gerardo Salandra

Merged in a post:

Schedule Delete contacts on a specific date

Fabian Ruiz

It would be important to schedule the dates to delete contacts.
It helps a lot since it is done manually.
Automating processes would be a great help 
Thank you, and we hope you will take it into consideration.

January 28, 2022

January 31, 2022

Fabian Ruiz

Contacts are automatically deleted on a specific date:
Example:
I schedule for February 1, 2022 to delete 500 contacts (from December 1, 2021 to January 1, 2022).

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