Basics

Change Multiple Records

Here we show you how you can edit several records at the same time.

---

 

CRM Change Multiple Records

You can only use this function if you want to adjust the same field for several records.

1. Select the category

First open the category in which you want to edit multiple records by clicking on the arrow to the right of "iTalent" and selecting your desired category.

Here we explained it using the category "Contacts", but the category "Companies", "Events" etc. would also be possible.

 

 

2. Chose the list

Select a list from the dropdown

 

3. Select the records

Now select all the records you want to change.

If you want to select several records in succession, first click on the top record. Then click on the lowest record by first clicking shift and then the left mouse button.

 

4. Click on edit

Now the selected records light up blue. To be able to edit them, click on edit.

 

3. Change Multiple Records shows up

Here you can edit one or more fields. only change the information that you want to adjust for all records.

 

5 Click on "Change" to confirm the your changes