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Multi Edits

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Multi-Edits

Multi-Edits is used to make updates on multiple records at once. To use Multi-Edits, user need to have the permission “Allow Global Data Changes”.

NOTE: User needs to be extremely careful while using Multi-Edits. If user makes a mistake it cannot be undone.

We will use few examples to explain on how to use multi-edits.  

Example 1: 

In the below example, we will update Industry field with Construction to all Contacts/Clients whose email address is aol.com

Steps Involved:

  • Search for *aol.com in Email address field
  • Click on Settings -> Advanced -> Multi-Edits
  • In the popup window, click on Change a Field (tab).
  • Under Select a Field (drop-down) choose Industry
  • Under TO, type Construction
  • Under Apply To, select Searched Contacts in the current view .(This option will only apply changes to the searched records, in this case only records with aol.com domain get updated)
  • Click on Apply
  • Click on YES, in both the warning messages.
  • Once it is done, click on Close.

Example 2:

In the below example we will update(check) a check box to all Contacts/Clients whose city is Arlington

Steps Involved:

  • Search for Arlington in the City field
  • Click on Settings -> Advanced -> Multi-Edits
  • In the popup window, click on Change a Field (tab).
  • Under Select a Field (drop-down) select the check box field (Ex: CheckBox1)
  • Under TO, type Yes
Type Yes to check the check box field.
Type No to uncheck the check box field.
  • Under Apply To, select Searched Contacts in the current view.  ( This option will only apply changes  to the searched records, in this case only records with Arlington city get updated)
  • Click on Apply
  • Click on YES, in both the warning messages.
  • Once it is done, click on Close.

Example 3:

In the below example we will Append the word “Consulting” in Primary Skills field to searched Candidates

Steps Involved:

  • Search for Candidates that needs to be updated ( User can either use Live search or Advanced Find)
  • Click on Settings -> Advanced -> Multi-Edits
  • In the popup window, click on Append to a Field (tab).
  • In the blank box type “, Consulting” (without quotes)
  • Under TO, Select a Field (drop-down) select Primary Skills field
  • Under Apply To, select Searched Contacts in the current view.  ( This option will only apply changes to the searched records)
  • Click on Apply
  • Click on YES, in both the warning messages.
  • Once it is done, click on Close.

Example 4:

In the below example we will search and replace the word “Consulting” with “Staffing” in Primary Skills field to searched candidates

Steps Involved:

  • Search for Candidates that needs to be updated ( User can either use Live search or Advanced Find)  
  • Click on Settings -> Advanced -> Multi-Edits
  • In the popup window, click on Search & Replace in a Field (tab).
  • Under Search For, type Consulting
  • Under Replace With, type Staffing
  • Under IN, Select a Field (drop-down) select Primary Skills field
  • Under Apply To, select Searched Contacts in the current view  ( This option will only apply changes to the searched records)
  • Click on Apply
  • Click on YES, in both the warning messages.
  • Once it is done, click on Close.

 

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