02-09-2019 11:57 AM
How can I replace a drop menu fields that are already entered to change to a new one but only customer that have a specific word in the title fields.
For example, in the field I have now the title DIRECTEUR(TRICE) and I want to change by MISS BUT only customer that have this word.
02-11-2019 03:25 PM
02-11-2019 04:55 AM
You could do a lookup of the field using the operator "Contains" instead of "Starts with" type in the value you want to find and click OK. If you are happy with the results then go into the Edit menu at the top select Replace Data and replace the field you wanted updated to the new value.
02-11-2019 08:03 AM - edited 02-11-2019 08:06 AM
Can I pick in the list the customer and change only those I have selected be the new title ?
02-11-2019 08:13 AM
It will update the whole lookup, if you only want to amend one contact then do it from the list of results, intead of using the replace data.
02-11-2019 09:14 AM
OK, another thing I would like to solve is when I create a new customer file, I enter the contact name and they add automaticaly the last name in the salutation field... check the video I made here: https://www.useloom.com/share/5118525c8cfb428aa618685377554d7c
How Can I solde this ?
02-11-2019 03:25 PM