Re: Update Fields for Salesperson

Method_Ben — Mon, 12 Mar 2018 14:28:54 GMT

Hi there David,

Mass Updating of any sort is typically faster using the Import / Export tool (unless its something you intend to do often) - Would you mind sharing some of the Bugs you ran into when trying to do this?

If you would like to follow the Customization route - there are a few considerations before pulling the trigger on a lopping process. Most importantly - are all the records in the table you are looping through being assigned to one person? Its not a problem if they are, but you will need extra logic to determine who to assign a record to otherwise.

If you could send a screenshot of the action set you are using, we can take a look at this together.

Thanks David

Update Fields for Salesperson

David Yazdi — Wed, 21 Feb 2018 19:28:29 GMT

Hi,

If I'm trying to mass update a field like assigned to - how do I do that without exporting to excel and importing back in. I get a bunch of bugs when i do this. I see that we can create a button and loop through grid to update. how does one do this step by step? When I try to code a button to do this - I get an error about trying to delete a contact when I tried no such thing.

I'm basically trying to find out what's the easiest way to mass update a table.

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Re: Update Fields for Salesperson

Update Fields for Salesperson