Q: What is the Mass Update Tool and where do I find it?
A: The Mass Update Tool allows you to update a field across many records at once. Access it by running a search to get your target records, then go to Tools (left navigation) > Mass Update Tool. Select the field you want to update, choose the update rule (Overwrite, Add, or Delete), and enter the new value.
Q: How do I move all contacts from one team to another using Mass Update?
A: Run an Advanced Business Search using the current Team Name as a filter. Once your results load, go to Tools > Mass Update Tool > Field = "Team Name" > Rule = "Overwrite" > select the new Team Name. Click Update. Test in your test site first, as this change affects all matching records.
Q: How do I add or remove a mailing list from a large group of contacts?
A: Search for the contacts you want to update (using Business name, Contact search, or a Saved View). Go to Tools > Mass Update Tool > Field = "Roles & Mailings" > choose Add or Delete > select the mailing list. This will update all contacts in your current search results.
Q: I ran a Mass Update but nothing changed. What happened?
A: If the update appears to process but no records changed, the task queue may have stalled. Contact Satuit Support — they can check the task queue and restart it if a job is hung. In the future, check My Outputs after running a mass update to confirm it completed successfully.
Q: Can I use Mass Update to change the Rep assigned to a group of records?
A: Yes. Search for the records you want to reassign, then use Mass Update Tool > Field = your rep field > Overwrite > select the new rep. This works for Entity Rep, Contact Rep, and other rep fields depending on your configuration.