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Performing a mass update on a group
User Requirement: System Administrator or Information Manager rights
The mass update function is enabled from Administration | System | System Behavior. Please refer to System Settings in the System Administrator Help for more information.
The mass update function allows you to simultaneously update the same fields in selected records within a group. For example, if four people in a group of contacts have moved to a new region, use the mass update function to update the Region field for all four records in one go.
The System Administrator should ensure they have a full backup of the database before performing a mass update.
- Go to My CRM | Groups.
- Open the group that you want to update.
- Select the Exclude check boxes for any records that you don't want to update.
- Click Mass Update. The Fields page is displayed. This page displays all the fields common to the records you have selected.
- Select the fields you want to update. For this example, select the Region field.
- Click Continue. The Region drop-down list is displayed.
- Select a new region for the records; for example US East.
- Click Save. A notification tells you the number of records affected by the update.
- Click OK. The Summary of Updated Records page is displayed.
- Click Continue. The selected records have now been updated.
See Also:
Creating a group
Creating a group from the Groups tab
Creating a group from the Wave Activities tab
Creating a group based on a primary entity search
Group action buttons
Adding multiple records to a group
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