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How to mass update contact information
Bijgewerkt op 15 jun 2020
Bulk update allows you to change personal details for a large group of contacts, activities, sales, projects, and more – all in just a few clicks.
By using Bulk update you are able to update personal data of all the companies and contacts that are currently stored in your SuperOffice CRM database.
The Bulk Update feature is available in the Selection screen, but also inside the Company, Sale, and Project screens.
How to update consent
You can use the Bulk update feature to update all contacts in your CRM database with the relevant legal basis and purpose for storing their personal data.
After your database has been upgraded to version 8.2 or higher, or when you have started with a new SuperOffice CRM database, you will see that all contacts automatically get the legal basis: Legitimate interest.
You will also see that out-of-the-box, there are two purposes already created in SuperOffice CRM for you to use, which are:
- Store for sales and service,
- E-marketing for marketing purposes.
You can follow our 5 step program to prepare your company for the GDPR to determine which legal bases you wish to use for your customers, prospects and suppliers. When you have made these decisions, you can manage and update the list containing the legal basis in the Settings and Maintenance module.
Learn how to set up your privacy settings
Watch this video to get started
Please note, that you need specific rights to be able to use Bulk Update. These rights are assigned in the Settings and Maintenance module of SuperOffice CRM.
Does your version of SuperOffice CRM look different from this video? That's because this video shows SuperOffice CRM in version 8. But don't worry - all the steps shown in this video are exactly the same in SuperOffice CRM version 9.
The step-by-step guide
To be able to bulk update data in SuperOffice CRM, you will need to have the necessary rights assigned to your user. Functional rights per user is managed by your SuperOffice administrator.
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