What this feature does & when to use it?
This feature allows you to update multiple records at once directly from the list view. It helps streamline tasks such as data cleanup, standardization, and managing large lists, giving you a faster and more efficient way to maintain consistency across your database and handle bulk changes with ease.
Step-by-step instructions
Open the relevant entity List Page that contains the records you want to bulk update. This can be a hotlist, a search results page, or candidates in the hiring stages of a job.
Select the records you want to update individually or use the bulk select option to select multiple records (up to 3,000 at a time).
Once the records are selected, a bulk action bar will appear above the column headers with options like Update Fields, Export, and Add to Hotlist (these options are common across all record types).
From this action bar, click Update Fields to proceed.
A pop-up window will appear displaying all the fields that can be updated in bulk.
In the pop-up:
Select the field you want to update.
Enter or choose the new value for that field.
Click on the Submit button. The selected field will be updated instantly for all chosen records.
Note: Only Account Owners, Admins and users on the Custom role with the required permission to bulk update records are authorised to bulk update fields. If you are a Team Member, please contact your Account owner to get your role changed.
FAQs
1. How many records can I bulk update at once?
1. How many records can I bulk update at once?
You can select and bulk update up to 3,000 records at a time from a list view.
Conclusion:
Bulk updating records in Recruit CRM allows you to quickly apply changes to multiple candidates, companies, contacts, or jobs at once. If you need any further assistance, please contact our support team using the chat icon in the bottom-right corner of your screen.