8,849
edits
Changes
→Using Batch Update
==Using Batch Update==
===Search===
You should can use the search panel on the right to find the subset of records you wish to update.
* You can use the '''Search within result''' check box to further refine your search.
* If there are more records than fit on one page (depending on the Records per Page preference in your [[Personal Settings]]) you may want to click '''Show All''' so they can all be displayed:
* If you want to select all records click the check box at the very top of the list which will '''Select All'''.
::''You can then de-select some records if required.''
===Click on the "Batch Update" Button===
Click the Batch Update button ({{BatchUpdateButton}}) at the bottom of the [[list view]]. The batch update window will pop up.
===Select Field(s) to Update===
* When updating Level 1, if you wish to add a contact to the contacts section you must also select which [[Role]] they will be added with.
'''Note:''' If you updated the [[Status]], any [[Workflows]] associated with the new [[Status]] will be triggered during the batch update.
==Additional Information==