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Checking yes/no box in multiple records

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New Member
Posts: 18
Country: USA
Accepted Solution

Checking yes/no box in multiple records

Am I able to check the yes/no box in multiple contacts or opportunity records.  For example, I look up a list for people that have received something from us and just want to check that box.  Do I have to check each invidual record or can I do as a task?

 

I looked in the guidebook but very limited information re: yes/no boxes. 

 

This would also come in handy for fields, if I wanted to put the same information in a field of, of example, 50 records.

 

Thank you,

Cara


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Solution
Accepted by gmartin (Platinum Super Contributor)
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Checking yes/no box in multiple records

Hello Cara,
You can put the same value in the same field for a lookup of contacts by going to Edit > Replace field. There is also a Copy and Swap function. This will affect the field for all the contacts in the current lookup of contacts, so make sure you have an active lookup when performing this function.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

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Solution
Accepted by gmartin (Platinum Super Contributor)
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Checking yes/no box in multiple records

Hello Cara,
You can put the same value in the same field for a lookup of contacts by going to Edit > Replace field. There is also a Copy and Swap function. This will affect the field for all the contacts in the current lookup of contacts, so make sure you have an active lookup when performing this function.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

New Member
Posts: 18
Country: USA

Re: Checking yes/no box in multiple records

Thank you so much.  I figured there had to be a way to do this.  I really appreciate it!  Happy Holidays.