Advanced

You can quickly bulk update custom fields for all conversations you select in search results. For example, you can create a search for all conversations containing the tag shipping delay and use Bulk Update Custom Fields to change the Contact Reason on all of the conversations at once to shipping.

To bulk update a custom field:

1. Go to Searches.
2. Select the Search query you want to use to select the conversations, or create a new search query to segment the conversations that have custom fields you want to change.
3. Select the conversations. If you want to select all of them, select the first checkbox in the column to select all of conversations in that search.
   Tip: Selecting this checkbox will select conversations across all pages.
   
4. Select Update Custom Fields in the toolbar.
5. Enter information for the custom fields you want to update. For this example, we will update the Contact Reason field.
   
6. Select Update. The bulk change will be visible in the conversation details.