Yes, some fields in Wealthbox can be updated from the “Bulk Actions” menu on the contacts page.
The Bulk Actions feature in Wealthbox is a powerful tool that lets you perform operations on multiple contact records at once, saving you time and improving efficiency when managing your CRM data.
See also:
You can filter your contacts to find those that need updated, select all records in the filtered results (selecting all, if necessary) and then under “Bulk Actions” select the field you would like to update.
What do bulk actions allow you to do?
Bulk update the following contact record fields:
- Assigned to
- Contact Roles
- Contact Source
- Contact Type
- Status
- Last ADV Offering Date
- Initial CRS Offering Date
- Last CRS Offering Date
- Last Privacy Offering Date
Bulk Delete Contacts
-
Select up to 100 contacts at once via Bulk Actions → Delete Contacts.
-
Confirm the deletion; note, this permanently removes notes, tasks, and workflows tied solely to those contacts (Opportunities remain intact)
Bulk Tagging
- You can assign or remove tags on many contacts simultaneously using Bulk Actions → Tag Contacts, then choose Add or Remove.
- This streamlines categorization across groups of contacts
- See: How do I add or remove contact tags and what are best practices?
Bulk Update Visibility (Permissions)
- Select multiple contacts and use Bulk Actions → Update: Permissions to set visibility to Everyone, Only Me, or a Group.
- This ensures the right users or teams have appropriate access to contact records.
- See: How do I restrict access to Contact records?
What Bulk Actions can't do
Custom Fields cannot be updated through the Bulk Actions menu. Instead, Wealthbox offers a separate “Contact Updates” import feature to handle bulk editing of custom fields via spreadsheet import; this tool is available only upon request via support@Wealthbox.com.
See: How do I run an update with an import in Wealthbox?