Updating Multiple Contact Records
Market: Federal/State/Local, House, Senate
Description: These instructions teach users how to modify information for multiple contact records.
Option 1: Searching for contact records via Contact Search
1.Navigate to Contacts > Find Contacts> Contact Search.
2. Select an attribute that is shared among the records. In this example, the user is searching for contact records within the same organization. Click Search.
Go to step 3.
Option2: Searching for contact records via Contact List
1.Navigate to Contacts >Utilities >My Contact List.
2. The Contact List page appears on the screen. Search for the list that contains the set of IQ contact records that you want to modify. Select View Records.
3. The set of records is displayed on the screen. Select all applicable records. Click Change. Select the attribute or action that you want to apply to all the selected records.
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