Edit multiple contacts

You can change some general information for multiple contacts at once.

  1. Click Setup > All Contacts.
  2. Select multiple contacts in the list and click Edit.
  3. Click Next to change general information for contacts.
  4. Make changes and click Next to review them. Click Revert if you need to undo any changes.
    Note: To change the display name format, you must have selected only contacts of the Individual entity type.
  5. Review your changes. Click the Show Details link to see more information or to remove a selection from the list of items to be edited.
  6. Click Done to save your changes, or click Previous to go to back to the last step.

Click Cancel to undo all changes and go back to the contact setup page.

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.

Internal Employees: Submit HHTC feedback


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