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Home   »   Getting Started   »   Bulk updating records

Bulk updating records

You can select multiple records when you are in List View and then update field values for them in bulk.  It’s a great way to update batches of records to apply or remove values.

To do this:

  • Select the records that you want to update.

  • Click on the Update button on the toolbar.

  • Select the field/s you want to update.
  • Choose the new field value/s.
  • Click on Update to apply the change.

Bulk update is available in a number of areas in CRM, just check the toolbar to see if it’s an option, as per the following screenshot examples.

If you want to update a LOT of records at once or the fields you want to update aren’t available in bulk update, you can export and reimport your data to update it.

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