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Document Find and Replace bulk action for Contacts and Companies #750

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Document Find and Replace bulk action for Contacts and Companies
promptless[bot] Jun 8, 2026
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Address PR review feedback for Find and Replace docs
promptless[bot] Jun 12, 2026
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19 changes: 18 additions & 1 deletion docs/companies/companies_overview.rst
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Expand Up @@ -34,10 +34,27 @@

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.

@promptless-for-oss promptless-for-oss Jun 8, 2026

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Added batch actions section with Find and Replace based on PR #16207 which adds batchFindReplaceAction to CompanyController.php and updates Company/list.html.twig to include the bulk action button.

Source: mautic/mautic#16207


* **Delete Selected** - Deletes the selected Companies.

You can also access Find and Replace from the page actions menu without selecting any rows. This applies the replacement to all Companies matching your current search.

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GitHub Actions / prose 

[vale] reported by reviewdog 🐶
[Mautic.FeatureList] Is this referring to a Mautic feature? If so, use 'Landing Page' instead of 'page'.

Raw Output:
{"message": "[Mautic.FeatureList] Is this referring to a Mautic feature? If so, use 'Landing Page' instead of 'page'.", "location": {"path": "docs/companies/companies_overview.rst", "range": {"start": {"line": 48, "column": 47}}}, "severity": "INFO"}
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.. 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
=================
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8 changes: 8 additions & 0 deletions docs/contacts/manage_contacts.rst
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Expand Up @@ -163,12 +163,20 @@

* **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.

@promptless-for-oss promptless-for-oss Jun 8, 2026

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Added Find and Replace bulk action documentation based on PR #16207 which introduces batchFindReplaceAction in LeadController.php and CompanyController.php. The PR adds a new FindReplaceType form and CustomFieldFindReplace service for this feature.

Source: mautic/mautic#16207


* **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</segments/manage_segments>` which explains how to delete thousands of Contacts easily.

You can also access Find and Replace from the page actions menu without selecting any rows. This applies the replacement to all Contacts matching your current search.

Check warning on line 174 in docs/contacts/manage_contacts.rst

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GitHub Actions / prose 

[vale] reported by reviewdog 🐶
[Mautic.FeatureList] Is this referring to a Mautic feature? If so, use 'Landing Page' instead of 'page'.

Raw Output:
{"message": "[Mautic.FeatureList] Is this referring to a Mautic feature? If so, use 'Landing Page' instead of 'page'.", "location": {"path": "docs/contacts/manage_contacts.rst", "range": {"start": {"line": 174, "column": 47}}}, "severity": "INFO"}
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adiati98 marked this conversation as resolved.
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.. 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.
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adiati98 marked this conversation as resolved.
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.. vale off

Individual Contact details
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