Feature Update|25 Jul 2024
Make changes faster by editing multiple records at once
Use this feature to save time when you have multiple records that require changes.
For example, maybe you need to reassign records when an employee leaves, or you need to update the deadline across different project records or work-orders – this new feature will make that much faster and easier.
How to use edit multiple records:
- Select the records that you want to edit, and right click.
- Press 'edit multiple', and fill in the form. Note that it says "Multiple values" if there are several different values in different selected records and provides a change button to override and replace them all.
- Save your changes.
Whether you are migrating from your old system, or curating lots of information for your team – being able to edit multiple records at once saves you lots of time (& clicks!)
Records
Data
Editing
Validation
Multiple Records
Productivity