diff --git a/docs/companies/companies_overview.rst b/docs/companies/companies_overview.rst index 73515e221..c26574c52 100644 --- a/docs/companies/companies_overview.rst +++ b/docs/companies/companies_overview.rst @@ -34,10 +34,27 @@ In *Configuration > Company Settings* you can choose the operator used when merg These settings allow Mautic to find and merge duplicate Companies during the import, using the Integrations Framework and in other parts of Mautic. +Batch actions +************* + +To update several Companies at once, select those Companies in the list, then click the green arrow at the top of the checkbox column. + +The following batch actions are available: + +* **Find and Replace** - Updates field values across selected Companies by finding a specific value and replacing it with a new one. Select a Company field, enter the value to find, and specify the replacement value. Only Companies with the matching field value receive the update. + +* **Delete Selected** - Deletes the selected Companies. + +You can also access **Find and Replace** from the list view actions without selecting any rows. This applies the replacement to all Companies matching your current search. + +.. note:: + + You need edit permissions to use **Find and Replace**. Users with ``lead:leads:editown`` can update Companies they own, while Users with ``lead:leads:editother`` can update any Company. + Company actions *************** -.. vale off +.. vale off Merging Companies ================= diff --git a/docs/contacts/manage_contacts.rst b/docs/contacts/manage_contacts.rst index ffcd15bf8..b93856104 100644 --- a/docs/contacts/manage_contacts.rst +++ b/docs/contacts/manage_contacts.rst @@ -163,12 +163,20 @@ The following batch actions are currently available: * **Export** - Allows you to export selected Contacts to CSV. +* **Find and Replace** - Updates field values across selected Contacts by finding a specific value and replacing it with a new one. Select a Contact field, enter the value to find, and specify the replacement value. Only Contacts with the matching field value receive the update. + * **Set Do Not Contact (DNC)** - This action sets all selected Contacts as DNC for the Email Channel, and it allows you to provide a custom message as "reason" for why the Contacts were manually unsubscribed by a Mautic User. * **Delete Selected (batch delete)** - The batch delete action in the Contact table allows the deletion of up to 100 Contacts at a time. This limit is there as a performance precaution, since deleting more Contacts at a time could cause performance degradation issues. If you need to delete large numbers of Contacts, visit the :doc:`segment docs` which explains how to delete thousands of Contacts easily. +You can also access **Find and Replace** from the list view actions without selecting any rows. This applies the replacement to all Contacts matching your current search. + +.. note:: + + You need edit permissions to use **Find and Replace**. Users with ``lead:leads:editown`` can update Contacts they own, while Users with ``lead:leads:editother`` can update any Contact. + .. vale off Individual Contact details