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Remove profiles in bulk

Discover how to quickly remove profile combinations from multiple contacts in Access Charity CRM.

Written by Cristiana Ghinea

In Access Charity CRM it is possible to remove a specific profile combination in bulk from a selection of contacts.

To remove profiles in bulk:

  1. Click CRM, then click Contacts.

  2. Click the downwards arrow icon on the Search button.

  3. Click Select Saved Search or create a search if needed.

  4. To remove a profile from all contacts, click Select All instead of running a search.

  5. When you have the contacts, click Refresh Count, then click Select All.

  6. Click More and select Remove Profile.

  7. Select the category, name and value.

  8. Click Ok.

If you need to remove a given category and all name and value combinations you need to repeat this process for each combination.

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