Mass Update Address

If I want to update the address of 25 Contacts at an Account, is there any easy way to do that?

Mass Update doesn't seem to include the Primary Address Street.

  • Hi John, 

    Thank you for your question! If there are too many records to edit individually, the easiest way to update them is to export the records > update the addresses in a spreadsheet > save as CSV > and import the file to update the records. That said, can you tell me what version of Sugar you are using? Please let me know if you have further questions.

    For more detailed instructions please refer to our Updating Records via Import Help Article.

    Jamie

  • Okay, it's much easier to achieve what you need if you have a low code tool at your hands - it took 10 minutes to design a logic hook in Logic Builder and get the zip (attached below) for your case

    Here is the usage:
    Just tag the Account record with the tag name "UpdateContactsAddress" and save the Account, then all Contacts of that Account immediately get Primary Address set equal to Account's Billing Address and the tag will disappear

    To make it work, just install zip via Module Loader
    0537.z20210128_flowchart_lb606018.zip

    please feel free to use it

    btw, if you have signed up to the Logic Builder (http://logicbuilder.integroscrm.com) , please let me know your registration email - I will share the flowchart with you so that you could make any adjustments

    Here is the flowchart from which zip is generated (to read the logic follow the white line):

     

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient