Bulk actions on contacts

Pour :Administrateur

View of the 'bulk actions' page

The catalog lets you act on several contacts at once. Instead of opening 50 profiles one by one to add a label to each, you select them and run the action with a single click.

These operations are available from the route /app/contact/catalogue.

How to select multiple contacts

1. Open the catalog (/app/contact/catalogue).
2. Check the boxes on the left of the rows you want to select.
3. To select everything, check the header box of the column.

As soon as at least one contact is checked, an action bar appears at the top of the table with four available operations.

⚠

Selection disabled in Trash

If you are on the Trash filter, the check boxes do not appear. Restoring a deleted contact is done from their profile, one at a time.

Action 1 — Add to one or more categories

Button: "Add N contact(s) to a Category"

This action opens a window where you can:

• Choose an existing category from the dropdown list.
• Create a new category by typing text that does not yet exist.
• Combine multiple categories: each selection adds up, you validate at the end.

All selected categories are applied to all checked contacts in a single operation.

1. 1

   Select the target contacts

   In the catalog, check the contacts to label (for example: all attendees of a gala).

2. 2

   Click on 'Add N contact(s) to a Category'

   The action bar at the top of the table becomes active as soon as at least one contact is checked.

3. 3

   Select one or more categories

   Type Gala 2026 to create a new category, or choose Regular donors from the existing list. You can add several at once.

4. 4

   Validate

   Each selected contact is assigned all chosen categories. If a contact already has one of the categories, nothing is duplicated.

Example: at the end of a gala, you enter the list of 80 attendees, check them all, then assign them the category Gala March 2026 in one click. This category then becomes a permanent filter to find them again, send them a thank-you message or invite them to next year's gala.

Action 2 — Archive contacts

Button: "Archive N contact(s)"

Archiving disables a contact without deleting them:

• The contact disappears from the All Contacts view by default.
• They remain visible in the Archived filter.
• Their history (payments, pledges, tax receipts) is preserved.
• They can be unarchived at any time from their profile.

Archiving is ideal for:

• Congregants who have left the community but whose history you want to keep for tax receipts from past years.
• Seasonal contacts (tourists, occasional visitors) you don't want to see in your active catalog day-to-day.

A confirmation is requested before bulk archiving.

ℹ

Permission required

Bulk archiving requires the contact.delete permission. If you don't have it, the button is hidden.

Action 3 — Delete contacts

Button: "Delete N contact(s)"

Deletion from the catalog is a soft delete: contacts don't actually disappear, they move to the Trash.

• You find them in the Trash filter in the left panel.
• They can be restored from their profile, with the Restore Contact button.
• Their history (payments, pledges) remains accessible.

An explicit confirmation is required before deletion. This double safety is deliberate: on a base of several hundred contacts, a wrong move can cause a lot of damage.

⛔

Restoring a deleted contact may create collisions

If you restore a contact that was deleted a long time ago, it is possible that in the meantime a duplicate was created (same name, same email). In that case, use the Merge function from the profile to reunify the two.

Action 4 — Export to CSV

Button: "Export N contact(s)"

The export generates a downloadable CSV file named export_contacts_DD_MM_YYYY_HH_MM.csv. It contains only the checked contacts.

Identity columns (always present)

Column	Content
ID	Unique contact identifier
Creation Date	Date the profile was created
Name	Last name
First name	First name
Title	Salutation / honorific
Description	Internal notes
Email	Primary email
Phone	Primary phone
Gender	Male / Female / empty
Date of Birth	Format DD/MM/YYYY
Address	Street / number
Postal Code	Postal code of the main address
City	City
Country	Country

Dynamic columns

After the identity columns, the CSV adds:

• One column per custom field defined in your organization. The cell contains the field value for this contact (empty if they have no value). DATE and DATETIME types are formatted locally.
• One column per category existing in your base. The cell is Yes if the contact belongs to this category, No otherwise. Handy for segmentations in Excel.

Typical use case

A treasurer wants to send a postal letter to the 200 biggest donors of the year. He filters the category Top donors 2025, checks all contacts of the filter, clicks Export, then imports the CSV into a mail-merge tool.

★

Export without selection: not possible

The export only works on a selection. To export your entire base, check the header box of the table — this selects all contacts of the active filter.

Summary of permissions

Action	Permission required
Add categories in bulk	contact.edit
Archive in bulk	contact.delete
Delete in bulk	contact.delete
Export to CSV	contact.export

If you don't see a button, it's probably because your profile does not have the corresponding permission. Ask an administrator of your organization to update your rights from the Permissions module.

Going further

• The catalog — main view and filters
• The contact profile — individual actions available on a profile
• Understand a contact — the structure of a contact