Making changes to a profile can seem to be a simple task. But if the number of profiles is in hundreds or thousands, can it still be easy?
Yes!
We have untangled the process of changing data in multiple candidate, contact, job, company, and deal profiles. This is how you can do itπ
Bulk updating profiles
Step 1
Select the candidate, contact, job, company or deal profiles you want to change. There are two ways you can do this:
1. Manually selecting the profiles you want to update.
2. Bulk selecting by checking the βNameβ checkbox on top.
βNote: You can even update fields in these profiles through Advanced Search
Step 2
A set of actions will appear above the profiles. Click on the βUpdate fieldsβ option, as highlighted in the image.
Step 3
You will see a new window titled βBulk update fieldsβ as shown in the image.
Step 4
You can now click on the Field box to view all the field options for you to update. From the drop-down, select the field you want to update.
Step 5
Once you select the βField,β click on the βActionβ box. You will see three options: Add, Change to and Remove values.
Add will help you add a new value in the selected field.
Change to will help you change a field value to a new value.
Remove values will delete all the values of the selected field.
Changing values of a particular field
If you want to change a value, select βChange toβ in the Action field and select the new value from the options in the adjacent box. Once, you are done, click on the βUpdate fieldsβ button.
Removing values from a particular field
If you want to remove values from a particular field, select βRemove valuesβ in the Action field and then click on βUpdate fields.β
Adding new values to a field
You can also add a new value to some fields by selecting them in the Field box, choosing Add in the Action box, and then typing the value you want to add.
Here are all the fields that support the add functionality:
Under Candidates
Skills
Tags
Note
Multi-select
Profile
Under Contacts
Tags
Note
Short text
Long Text
Rich Text
Multi-select
Profile
Parent-child
Under Jobs
Job Recruiter
Job Account Manager
Note:
You can add up to 5 fields by clicking on the β+Add moreβ button beneath the Field box and changing the values simultaneously.