Mass Changes

The List/Report Change editor can be used to quickly make mass changes to multiple records.

Open the Mass Changes Editor

To open the Changes editor, click the Options icon (3 dots in the upper-right corner), and then click Make mass changes.


Select Records to be Modified

Select the checkboxes for the records you want to modify. To select all records on a page, select the top checkbox.


Make Mass Changes to a Field

Click the Change box to see the list of available fields that you can change. You are not limited to visible fields.

Select the field to be changed.

In the "on selected records to" box, type in the new entry. Note that for some fields you may have to choose an entry from a pre-defined drop-down list.



The system will prompt you to confirm the changes. Click Continue.


If the field you changed appears on the list/report view, you can see that the changes were made.


Last Updated: 12/4/2018, 4:51:16 AM