Phil Reames asked us, “I need to update the State field for a bunch of contacts. How do I do that?
I can go into contacts and get a list of the people I need to update but I don’t see a way to do it from there. I can add a tag which I could use as a workaround but the proper way is to update the actual state field.
Can I download the list to a spreadsheet, update the field and then upload the spreadsheet? Will that overwrite what is already there for the contact or will it just append the new info?
Please help.
Thanks!”
“I’m 99% positive that downloading the spreadsheet and then uploading the same sheet, with the changes to the state field, will overwrite the contact record.
Since you do have a way to filter them, another workaround is to create a workflow with whatever trigger you can use and the action Update Contact Field. Here’s a screenshot of how it looks:”