Document Find and Replace bulk action for Contacts and Companies

docs/companies/companies_overview.rst

@@ -34,10 +34,27 @@
 
 These settings allow  Mautic to find and merge duplicate Companies during the import, using the Integrations Framework and in other parts of Mautic.
 
+Batch actions
+*************
+
+To update several Companies at once, select them using the checkboxes. A toolbar appears above the table with a three-dot menu listing the available batch actions.
+
+The following batch actions are available:
+
+* **Find and Replace** - Updates field values across selected Companies by finding a specific value and replacing it with a new one. Select a Company field, enter the value to find, and specify the replacement value. Only Companies with the matching field value receive the update.
+
+* **Delete Selected** - Deletes the selected Companies.
+
+You can also access **Find and Replace** from the list view actions without selecting any rows. This applies the replacement to all Companies matching your current search.
+
+.. note::
+
+  You need edit permissions to use **Find and Replace**. Users with ``lead:leads:editown`` can update Companies they own, while Users with ``lead:leads:editother`` can update any Company.
+
 Company actions
 ***************
 
-.. vale off 
+.. vale off
 
 Merging Companies
 =================

docs/contacts/manage_contacts.rst

@@ -132,7 +132,7 @@
 Batch actions
 =============
 
-To make updates to several Contacts at once, select those Contacts then click the green arrow at the top of the checkbox column. 
+To update several Contacts at once, select them using the checkboxes. A toolbar appears above the table with a three-dot menu listing the available batch actions.
 
 A modal window displays when you click one of the actions, with more configuration details. 
 
@@ -163,12 +163,20 @@
 
 * **Export** - Allows you to export selected Contacts to CSV.
 
+* **Find and Replace** - Updates field values across selected Contacts by finding a specific value and replacing it with a new one. Select a Contact field, enter the value to find, and specify the replacement value. Only Contacts with the matching field value receive the update.
+
 * **Set Do Not Contact (DNC)** - This action sets all selected Contacts as DNC for the Email Channel, and it allows you to provide a custom message as "reason" for why the Contacts were manually unsubscribed by a Mautic User.
 
 * **Delete Selected (batch delete)** - The batch delete action in the Contact table allows the deletion of up to 100 Contacts at a time. This limit is there as a performance precaution, since deleting more Contacts at a time could cause performance degradation issues.
 
 If you need to delete large numbers of Contacts, visit the :doc:`segment docs</segments/manage_segments>` which explains how to delete thousands of Contacts easily.
 
+You can also access **Find and Replace** from the list view actions without selecting any rows. This applies the replacement to all Contacts matching your current search.
+
+.. note::
+
+  You need edit permissions to use **Find and Replace**. Users with ``lead:leads:editown`` can update Contacts they own, while Users with ``lead:leads:editother`` can update any Contact.
+
 .. vale off
 
 Individual Contact details