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3.6 Mass Edit

The Mass Edit function is useful for rapid updating of fields in one or more selected records.

For example, if you create a customised field in Leads and you want to edit it across multiple names, this can be done without having to update the individual records.

The screenshot shows an update of several records selected in the Leads module.

Mass Edit_1.png

Click on OTHER > MASS EDIT

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Then choose the field/fields for massive editing.

Mass_Edit_4.pngMass Edit is available in all vtenext modules under the Other button. The mass edit function is not however applicable to all fields. Among the editable fields, the CRM admin user can enable/disable the availability of effectively editable fields in the mass editing panel using the Layout Editor (see dedicated chapter).

Mass_Edit_5.png

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