For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/faq/contacts/custom-fields-bulk-actions.md.
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      • How do I change several custom fields at once?

      On Custom fields, tick the checkbox to the left of each field: a bar appears at the bottom with the bulk actions. The action applies to every selected field right away.

      Required role: authenticated workspace member.

      Select the fields

      1. Open Custom fields and choose Contacts or Opportunities in the left menu.
      2. Tick the checkbox of each field you want to change. The checkbox in a group header selects, at once, the fields of that group already on screen.
      3. The pill on the bar shows how many fields are selected. Its × clears the selection.

      Switching between Contacts, Opportunities and Inactive clears the selection, so an action never lands on fields that are not on screen.

      Available actions

      ActionWhat it does
      Move to groupOpens a window to pick an existing group or type the name of a new one.
      Remove from groupThe fields move to Ungrouped.
      Allow filteringThe fields show up in the CRM filter builder.
      Remove from filtersThe fields no longer show up in the filter builder.
      Pin to main fieldsThe fields show on the contact or opportunity main screens, without opening Additional fields.
      UnpinThe fields go back to Additional fields.
      Make requiredBlocks saving the contact or opportunity without these fields.
      Make optionalRemoves the requirement.
      Deactivate (trash icon, right side of the bar)Asks for confirmation and removes the fields from forms, lists, filters and reports.

      The first actions are buttons on the bar; the rest are under More mass actions.

      Deactivate and reactivate

      Deactivating is the same as Delete field in the field panel: segments and automations that depend on it stop working. Values already filled in are kept.

      To reactivate:

      1. Click Inactive at the bottom of the left menu. The number next to it is how many inactive fields the scope has.
      2. Select the fields and click Activate.
      3. To go back to the regular list, click Back to active or Inactive again.

      A choice field (single select, multi select or radio) with no filled-in option cannot be reactivated. If one is among the selected fields, nothing is changed and you see the message Campos de seleção sem opções não podem ser reativados with the field names. Open each one, add at least one option and try again.

      If it didn't work

      • The bar does not appear? It only shows up with at least one field selected.
      • Saw Could not apply the action? No field was changed — try again in a moment.