In MiniCRM, admins can edit several contact data and field values simultaneously.
It happens in 3 steps:
1. Step: Export list of filtered cards
To bulk edit, you have to export data.
To export, choose a saved filter within a selected module [1.1.] and click on the [Export] > Excel option [1.2.].
For more information, see: Filters
2. Step: Modifying data
Because of the set filter conditions, only those clients’ data will be shown in the Excel table whose cards are filtered and you want to edit [2.1.].
Rewrite the values in cells and save the modified table.
If you don’t need a row or column, you can delete it from the table. Keep in mind that if you keep a column in the table but delete its values, those values will remain unchanged in the system after import. The reason is to prevent you from data loss.
3. Step: Import edited data
To import the modified .XLS file into the selected module of MiniCRM, click on the [New…] > Import option [3.1.].
After the import, the system identifies the relevant clients and their cards based on the Id so bulk editing is carried out on the existing cards based on the columns of the table.