Performing a Mass Update on a Group

The ability to perform a mass update on a group is available only to System Administrators and Info Managers with Info Manager User Rights. This option must also first be enabled on the System Behavior page. Please refer to "System Settings" in the System Administrator Help for more information.

The mass update option allows you to simultaneously update the same fields in selected records within a group. For example, say four people in a group of contacts have moved from the Europe region to the US East region. Using the mass update function, you can simultaneously update the region field for all four records.

Note: The System Administrator should ensure they have a full backup of the database before carrying out a mass update.

To perform a mass update on a group:

1. Select the Groups tab.
2. Open the group that you want to update. The Group Details page is displayed.
3. Select the appropriate Exclude check boxes to exclude any records that you do not wish to update.
4. Select the Mass Update button. The Fields page is displayed. This page displays all the fields common to the records selected on the Group Details page.
5. Select the fields you wish to update. For this example, select the Region field.

6. Click on the Continue button. The Region drop-down list is displayed.
7. Select the region you wish to update the records to, for example, US East.
8. Click on the Save button. A warning is displayed to tell you how many records will be affected by the update.
9. Click OK. The Summary Of Updated Records page is displayed.
10. Select the Continue button. The selected records have now been updated.

Go to Groups home page...

See Also:

Creating a Group

Creating a Group from the Groups Tab

Creating a Group from the Wave Activities Tab

Creating a Group Based on a Primary Entity Search

Group Action Buttons

Adding Multiple Records to a Group