LondonMediaConsultancy - Jun 11, 2011 11:34am
Hi,
How do remove the check or add-in the check to the cusomised checkbox field that are in multiple contact records?
The contacts in my database who are subscribed to my newsletter have a box checked-off in their contact record for “Newsletter.” Each month my webmaster emails me an excel spreadsheet of all the unsubscribers. How do I unsubscribe all that month’s unsubscribers (ie UN-CHECK the Newsletter box) in multiple contacts in one swift move?
Also, I have 22,000 contacts in my database. I want to place 20,000 of them into the archive (I probably should’ve done that from the start!) How do I??
Cheers,
Robert in London
Both of what you want to do as described above can be done by using the Import by ID. Try testing with a sample of records first and then apply it to the rest if it works to you liking, since you are dealing with such large numbers.
Export the set of records you want to change using Data > Export this list (CSV), then update the columns that you want copied back into Solve360. To reduce clutter delete all columns except ID and the ones you updated. In your case, its the ‘Archived’ column and the column that has the Newsletter option (lets say you called this column ‘Publication’ for this example). For every record you want archived, put in the value ‘1’ ( no quotes) for the record under the ‘Archived’ column. For every record you want to have the check removed, type in ‘null’ (no quotes) under the ‘Publication’ column and type in the option (i.e: newsletter, as it appears in Solve360) under the ‘Publication’ column for those records which you want the check added in. Then re-import the CSV file back into Solve360 mapping the ID field along with the data to their respective fields. Mapping the ID field will ensure that the corresponding records are updated exactly.