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Mass Update

When is Mass Update useful?

Mass Updates are used to update multiple records all at once. For example, you could Mass Update multiple Account's Fee Schedules if pricing changed.

How do I Mass Update?

Navigate to the list with the records that you want to mass update. Select the records that you want to update by checking the box to the left of the record. You can select all records that appear on the page in the list view by checking the box in the list header.

2017-04-12_20_20_08-Customer_Profile_List___Action_Towing.png

Select the Mass Update Action that you would like to perform at the bottom of the list and click Update.

2017-04-12_20_20_38-Customer_Profile_List___Action_Towing.png

Select the Mass Update Action that you would like to perform and click Submit.

2017-04-12_20_23_13-Customer_Profile_List___Omadi_Towing.png

Have more questions? Submit a request

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