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How To Mass Edit Information from a Search View

Update multiple records at one time to save time navigating to each record

 

Video instructions 

  • Mass Edit can be performed from the list pages for most objects. 
  • The field to be updated must be included in the search results displayed.
  • Mass Edit can be performed up to 200 records at one time.
  • Saved searches can also be used for mass editing of records. 

From the search page, click on the Mass Edit button. 

Complete the information in the Mass Edit box and select the records to be edited.  Click on Save and Close.

Important:  Your changes are not permanently saved in the edited records until you click the Save and Close Button.

 

The Mass Edit feature is available in TeamConnect Version 4.0 and higher. 

 

Fields and Operators that are supported for Mass Editing

In cases where you need to edit multiple records at a time, use the Mass Edit feature. This feature allows you to update the fields that appear in the results display of a search view page in multiple records at a time.

The table below displays the field types and operators that are supported for mass editing:

Field Type Operators Description
Main Assignee
  • Replace
The Replace operator replaces the Main Assignee in the selected records with the selected User and Role.
Assignees
  • Replace
  • Add/Assign
  • Unassign
The Replace operator deactivates the selected Current Assignee and adds the selected New Assignee as an Assignee on the selected records. If the selected Current Assignee is the Main Assignee, then the selected New Assignee will become the new Main Assignee.
The Add/Assign operator adds or assigns the selected user as an Assignee to the selected records. Selecting the Primary Assignee check-box will also designate the New Assignee as the main assignee on the selected records.
The Unassign operator unassigns the selected user as an Assignee from the selected records. This operator will skip records where the selected Current Assignee is the Main Assignee.
Involved
  • Add New
  • Set Existing
  • Remove
The Add New operator adds the selected Contact in the selected Role as an Involved Party on the selected records.
The Set Existing operator changes the Role of the  selected Contact on the selected records. If the selected Contact is not an Involved Party on the selected records, no changes will be made.
The Remove operator removes the selected Contact in the selected Role as an Involved Party on the selected records.
Boolean
  • Replace
The Replace operator replaces the Boolean value in the selected records with the new designated value.
Text
  • Replace
The Replace operator replaces the text in the selected records with the new designated text.
Numeric
  • Replace
  • Adjust Amount
The Replace operator replaces the numeric value in the selected records with the new designated value.
The Adjust Amount operator adds the designated numeric value to the value in the selected records. You can subtract an amount by designating a negative numeric value.
Date
  • Replace
The Replace operator replaces the date in the selected records with the new designated date.
Memo
  • Replace
  • Add to End
The Replace operator replaces the memo text in the selected records with the new designated text.
The Add To End operator appends the new designated text to the end of the existing memo text, starting on a new line, in the selected records.
Lists
  • Replace
The Replace operator replaces the list in the selected records with the new designated list.

Note: Mass Edit does not allow for edits on locked records. For example, if an invoice is posted, it is considered a locked record and is not modified during a Mass Edit, even if "Allow edits to custom fields after posting” has been selected.

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