You can efficiently change details in bulk for Contacts, Expirations, Vehicles, Equipment, and more using the Bulk Edit panel. This panel becomes available as soon as you start selecting items from your preferred list view (as illustrated below with the Contact List view).
⚠️ There is no Undo option for Bulk Edit actions. Changes are applied immediately and cannot be automatically reversed.
If you need to correct a change, you can usually do so by running another bulk edit on the affected items. To avoid errors, carefully review your selections in the Bulk Edit panel before clicking Update.
"Update."
- Learning About the Bulk Edit Menu
- Deleting Items in Bulk
- Exporting Files on Expiration Items in Bulk
- Send Instant Notifications
What Can You Do with the Bulk Edit Panel?
With the Bulk Edit panel, you can make the following changes to Expirations:
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Change reminder frequency
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Add/remove Contacts
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Add/remove Locations
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Change status
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Change category
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...and more!
With the Bulk Edit panel, you can make the following changes to Contacts:
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Create expirations
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Send notifications
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Change type
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Archive/unarchive
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Change notification delivery type
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...and more!
To simplify bulk edits, filter your Expirations or Contacts first, then use the top checkbox to Select All. In the example below, we filter Contacts by location before changing their Delivery Type in bulk.
After filtering by location, check the top checkbox to Select All. The Bulk Edit panel will appear on the right. In the panel, under Delivery Type, select Replace existing value with… and then enter the required delivery type.
After selecting the new settings click Update.
Remember: Bulk Edit actions cannot be undone. In most cases, you can correct a mistake by running another bulk edit on the affected records.
Deleting Items in Bulk
To delete expirations in bulk, click the Trash Can icon in the Bulk Edit panel.
Deleted items can be recovered from the Recycle Bin within 30 days. After 30 days, items are permanently deleted — contact our Support team if you need further assistance.
Exporting Files on Expirations in Bulk
You can export files attached to expiration items and contacts as a ZIP file directly from the Bulk Edit panel on the Expirations list view.
Use the checkboxes on the left to select specific expirations, or check the top checkbox to select all.
This will export all files of the selected Expirations into a ZIP file.
Send Instant Notifications with Bulk Edit
The Send Instant Notifications feature lets you notify contacts about their expiration items right away, without waiting for a scheduled reminder to go out.
There are two ways to send instant notifications in bulk:
- Send notifications for all expiration items in your account.
- Send notifications for selected expiration items by choosing specific records from the list view.
The video below walks you through both methods step by step.