Best way to copy Contact name to Nickname & Legal name

Question

CiviCRM 4.7.29 / WP 4.9.4

Maybe it's a bit of OCD but I imported about 1000 Organizations and the name imported into Contact name. That left the nickname and legal name fields blank, which drives me nuts. I want them to match the Contact name.

I tried to use Profiles thinking maybe I could specify a variable pointing to each record's Contact name but I couldn't figure out how to make it work.

Is there a way within Civi to update a large number of records to achieve this?

thanks

Answer 1

This chapter of the user guide should help you: https://docs.civicrm.org/user/en/latest/organising-your-data/profiles/#updating-multiple-records-at-the-same-time_1

Basically you:

1. create a profile with the field you want to view + the ones you want to update
2. Search for the contacts you want to update
3. With the search result actions you select Batch Update with Profile and use the profile you created

Answer 2

You could try:

• putting all these contacts to a CSV,
• open in a spreadsheet and duplicate the name column a few times, then
• reimport in CiviCRM with the "Update" option and a dedupe rule that makes sense, this time specifying nickname and legal name matching. (For example, you could set up a dedupe rule for Internal ID to make it easy to match).

Answer 3

I was looking for a way within Civi but I think the easiest way is to do a reimport again, thank you both for the suggestion