Update multiple records with Mass Update

You can update multiple records with Mass Update by using the Mass Update template form, Simple Update, or Complex Update. Choose one of the following methods to update multiple records.

Update multiple records with Mass Update by using the Mass Update template form

To update multiple records with Mass Update by using the Mass Update template form:

1. Click System Administration > Base System Configuration > Companies.
2. Click Search.
3. Select the records in the record list you want to update.
4. Click Mass Update.
5. Type the value for the field in the text box or use the Find feature to display a list of potential values for the field.

   Note: The value(s) you enter in the form are propagated to all of the records you selected.

6. Click Next.
7. Continue updating fields and click Execute when you complete your updates.

Note: If you exit the Mass Update template form or Complex Update form without pressing Execute, all of your changes are cleared on the respective form.

Update multiple records with Mass Update by using Simple Update

To update multiple records with Mass Update by using Simple Update:

1. Click System Administration > Base Configuration > Companies.
2. Click Search.
3. Select the records in the list you want to update.
4. Click Mass Update.
5. Click Simple Update.
6. Type new values into the appropriate fields on the form.
7. Click Execute.

Update multiple records with Mass Update by using Complex Update

To update multiple records with Mass Update by using Complex Update:

1. Click System Administration > Base Configuration > Companies.
2. Click Search.
3. Select the records in the list you want to update.
4. Click Mass Update.
5. Click Complex Update.
6. Type the RAD code in the Complex Update form.
7. Click Execute.

Related topics

Mass Update
Updating multiple records