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How to Make Bulk Changes in Candidate, Contact, Job, Company, and Deal Profiles?
How to Make Bulk Changes in Candidate, Contact, Job, Company, and Deal Profiles?

A step-by-step guide to help you change, remove or add values in profiles.

Amogh Balikai avatar
Written by Amogh Balikai
Updated over a month ago

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 itπŸ‘‡

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 β€œName” checkbox on top.

​Note: 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 β€œUpdate fields” option, as highlighted in the image.

Step 3

You will see a new window titled β€œBulk update fields” 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 β€œField,” click on the β€œAction” 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 β€œChange to” in the Action field and select the new value from the options in the adjacent box. Once, you are done, click on the β€œUpdate fields” button.

Removing values from a particular field

If you want to remove values from a particular field, select β€œRemove values” in the Action field and then click on β€œUpdate fields.”

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€œ+Add more” button beneath the Field box and changing the values simultaneously.

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