Adding the same information to multiple records can be time consuming to enter one-by-one. The solution? Welcome to bulk updates!
link Getting started with bulk updates
Open the Action menu dots, and click Update.
Next, choose which field you'd like to update, and enter the details. This will replace the fields in all of the records you selected with the new data. You can add more than one field to update by using the Add update field button. You can update as many fields as you like!
Some fields have options for how to manage the updated data, which is covered below.
Warning: Like life, there is no undo!
link Add, replace, or remove information
For a few field types you have extra options of how to handle the bulk update:
- Drop down list
- Link to another record
- Link to a user
For these fields you have 3 options available:
- Add to existing values - Add the data to any existing data in the field, and will not remove any existing information.
- Replace existing values - Any data currently in the field will be replaced with the new data.
- Remove from existing values - If the selected information exists in the records, it will be removed. No new information will be added, and no data will be removed that isn't the selected data.