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Participating Frequently
February 12, 2021
Question

Mass Update Contacts in Records

  • February 12, 2021
  • 2 replies
  • 0 views

Hi Team,

We have a requirement where we have to create an action through which Project Lead can do mass update the records of those contacts who have left the organisation with a new contact. Can anyone suggest how to achieve this?
Any help will be appreciated.

Thanks,

Anandita

2 replies

josep1835
Inspiring
February 14, 2021

Hello Anandita

If it is a mass update I would say you can look into using the a stored procedure to achieve this kind of update. I just would like to recommend to look into one scenario.

Do you have any task or inflight process holding a cdt or something? If so you might want to do something like this:

If the task is assigned to that old contact you would like to reassign the task to the new contacts too. There is a smart service to do so you can reassign the task to a group if possible.

Maybe you want to tell us more about the requirement

Hope this helps

Thanks

Jose

Participating Frequently
March 9, 2021

Hey Jose,

Thanks for your suggestion.