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- Getting Started
- Basic Navigation
- Automated Workflows
- Record Tabs
- Bulk uploading images
- Bulk update
- Pinning Activities
- Tips & Tricks
- Additional setup steps
- Key setup steps
- Show and Hide Columns
- Setting Up Grid Layouts
- Advanced Filters
- Using the Map View
- Using the Kanban View
- Creating New Records
- Configuring Dropdown Lists
- Managing Duplicate Records
- Open or Edit Existing Records
- Change the Column order
- Setting up your CSV file for Import
- Syncing Your Accounting System
- View Details on Map Pins
- Filter Map Records
- Company Information
- Sorting Records
- Colourise Map Records
- Filtering Records
- Import Data from Excel or CSV
- Export data
- Set Up Security Groups
- Invite Other Users
- Connect Outlook
- Connect to Mailchimp or Campaign Monitor
- Set up your Sales Pipeline
- Set Up Other Reference Data
- Configure Online Quoting
- View Reports and Dashboards
- Connect Burst SMS
- Viewing Tags
- Adding and Editing Tags
- Sorting and Filtering with Tags
- Jobs, Assets & Service Management
- Manufacturing
- Operations
- Products, Inventory & Pricing
- Reporting
- Sales Pipeline
- Training
- Workflow Management
- Quoting & Selling
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.
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