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Possibility of “Batch editing”

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New Member
Posts: 5
Country: Denmark
Accepted Solution

Possibility of “Batch editing”

[ Edited ]

Dear Madam, Sir

We have just upgraded to Premium (Web) version 17.1.xxx from an older version.

 

I miss the opportunity to do a “Batch editing” of multiple records!

It goes like this:

I do a search after whatever criteria –

Get a list –

Tag them all –

And would like to edit, e.g. the Account manager for all of them –

That’s a no-go! Will this (maybe) be possible in the (near) future?

 

(BTW. this was possible in the older version!)

 

Thanks in advance.


Accepted Solutions
Solution
Accepted by topic author Malmberg
‎11-16-2015 02:47 AM
Bronze Elite Contributor
Posts: 1,410
Country: United_Kingdom

Re: Possibility of “Batch editing”

Jusat to clarify this was added in 17.2 SP release so is not in 17.1

View solution in original post


All Replies
Bronze Super Contributor
Posts: 1,544
Country: United_Kingdom

Re: Possibility of “Batch editing”

Try the menu Edit | Replace.

 

Backup first in case you make a mistake!


David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org 
New Member
Posts: 5
Country: Denmark

Re: Possibility of “Batch editing”

Hi David,

Thanks! - but where do I find the menu edit?

 

 

Employee
Posts: 102
Country: United_Kingdom

Re: Possibility of “Batch editing”

You'll need to update to 17.2 but may need to check this as well.

http://kb.internal.swiftpage.com/app/answers/detail/a_id/38199/kw/17.2
Bronze Super Contributor
Posts: 1,544
Country: United_Kingdom

Re: Possibility of “Batch editing”

The menu is at the top of Act!  which reads File Edit View.

 

Go to Edit | Replace Field.


David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org 
New Member
Posts: 5
Country: Denmark

Re: Possibility of “Batch editing”

Thanks - Are you sure I have this in the Web version?
New Member
Posts: 5
Country: Denmark

Re: Possibility of “Batch editing”

Hi emddouglas - the link seems to be dead!
Employee
Posts: 102
Country: United_Kingdom

Re: Possibility of “Batch editing”

Solution
Accepted by topic author Malmberg
‎11-16-2015 02:47 AM
Bronze Elite Contributor
Posts: 1,410
Country: United_Kingdom

Re: Possibility of “Batch editing”

Jusat to clarify this was added in 17.2 SP release so is not in 17.1

New Member
Posts: 5
Country: Denmark

Re: Possibility of “Batch editing”

Great - thanks!
Ill ask for a upgrade :-)