Bulk edit Accounts

```mediawiki Navigation: Main_Page > Contacts > Accounts > bulk edit Accounts

How to bulk edit Accounts

With ActiveCampaign, the bulk edit Accounts feature enables users to efficiently manage multiple Accounts by allowing edits to be made to standard and custom fields simultaneously. This not only improves productivity but also ensures that Accounts remain updated with accurate information. Bulk editing is particularly useful for teams handling numerous Accounts who need to make collective changes without the need to update each account individually.

Introduction

The ability to bulk edit Accounts is a key feature for users managing contact information in ActiveCampaign. This functionality is especially beneficial for users with significant Accounts—such as sales teams or customer support—who need to keep their data organized and up-to-date. By using this feature, users can seamlessly implement changes across multiple Accounts, saving time and reducing the risk of errors that might occur if entering updates individually.

How to Access This Feature

To access the bulk edit feature for Accounts, navigate as follows: 1. Click on Contacts in the left-hand menu. 2. Select Accounts from the dropdown menu.

Make sure you have the necessary permissions to edit Accounts before proceeding with bulk updates.

Step-by-Step Instructions

Follow these detailed steps to successfully bulk edit Accounts in ActiveCampaign:

1. **Access Accounts**: Navigate to Contacts and then click on Accounts.

2. **Locate Accounts**: Use one or more of the following methods to find the Accounts you want to edit:

  - Utilize the Account Owner dropdown to filter Accounts by owner.
  - Enter the account name in the search bar to locate specific Accounts.

3. **Select Accounts**: Check the box next to each Account you wish to update. To select all Accounts displayed on a page, click the checkbox next to Account Name.

4. **Edit Accounts**: Once you have selected the Accounts:

  - An Edit button will appear. Click this button.
  - In the bulk edit Account modal, select or search for the field you want to edit.

5. **Update Fields**: After selecting an Account field:

  - Additional fields will become available based on your selection. Fill in the new values for each field accordingly.

6. **Edit Multiple Fields**: For editing multiple fields:

  - Click Add Another Action to include more fields you wish to modify.
  - Please remember that a separate action is required for each field you wish to edit.

7. **Delete Actions**: If you need to remove any actions:

  - Click the trash can icon next to the action you wish to delete.

8. **Apply Changes**: Once you have made all necessary updates:

  - Click the Apply button.
 

9. **Confirm Changes**: After applying, a confirmation message will summarize the bulk edit updates. Click the Apply changes button to finalize your edits.

  - A notification will appear to confirm that your changes are processing, allowing you to navigate away from the page safely.

Configuration Options and Settings

When bulk editing Accounts, users can modify the following fields:

• URL
• Account Owner (accessible only to Admin users or those with Reassign Accounts permissions)
• Address 1
• Address 2
• City
• State/Province
• Postal Code
• Country
• Phone Number
• Description
• Number of Employees
• Annual Revenue
• Industry/Vertical
• All Account custom fields

Please note that editing the Account Owner field requires specific permissions, ensuring that only authorized users can make such changes.

Best Practices and Tips

- Ensure you have the appropriate Edit permissions to modify Accounts before beginning. - Make use of the search functionalities to efficiently locate Accounts. - Use the Rows dropdown in the bottom right corner of the Accounts page to increase the number of Accounts displayed, allowing you to edit more Accounts at once. - Always double-check the fields you are updating to minimize the risk of incorrect entries.

Troubleshooting

If you encounter issues while bulk editing Accounts, consider the following:

- Verify that you have the necessary permissions to edit the fields you are trying to access. - Ensure that you are only trying to edit Accounts visible on the current Accounts page, as changes can only be made to displayed Accounts. - Remember, it is not possible to merge two or more Accounts into a single Account using this feature.

FAQ

Q1: Can I merge Accounts using the bulk edit feature? A1: No, it is not possible to merge two or more Accounts into a single Account using this feature.

Q2: What do I do if I can't find the Accounts I want to edit? A2: Use the search bar and the Account Owner dropdown to filter and locate the Accounts you need.

Q3: Will I be notified after making bulk edits? A3: Yes, a notification will confirm that your changes are processing and you can navigate away from the page while they are applied.

Q4: Can I cancel changes once I have applied them? A4: No, once you have confirmed the changes, they will be processed and cannot be undone.

Q5: Is there a limit to how many Accounts I can edit at once? A5: There is no specified limit, but you can only edit the Accounts visible on the current page at a time.

Q6: What types of fields can I edit in bulk? A6: You can edit standard fields such as URL, Account Owner, and custom fields associated with the Accounts.

Q7: Do I need specific permissions to edit the Account Owner? A7: Yes, only Admin users or those with Reassign Accounts permissions can change the Account Owner field during bulk editing. ```