Batch Updates
What is a Batch Update from the Actions menu?A batch update allows you to update a group of records at one time, instead of updating each individual record. Batch updates are limited to a maximum of 500 records at a time on all grids except the Transactions grid, which does not have a limit. Batch updates are available fro…Batch Update Records - ConstituentWhen selecting Batch Update Records from an Action menu, you can update information for the constituents shown on your grid, up to a maximum of 500 records, all at once. Begin by filtering the grid for the constituents you would like to update, ensuring that your view includes n…Batch Update Records - TransactionsWhen selecting Batch Update Records from an Action menu, you can update information for the constituents shown on your grid all at once. Begin by filtering the grid for the constituents or records you would like to update and then select the Actions menu and click on Batch Updat…Batch Update Records - InteractionsWhen selecting Batch Update Records from an Action menu, you can update information for the constituents shown on your grid, up to a maximum of 500 records, all at once. Begin by filtering the grid for the constituents you would like to update, ensuring that your view includes n…Batch Update Records - DocumentsWhen selecting Batch Update Records from an Action menu, you can update information for the constituents shown on your grid, up to a maximum of 500 records, all at once. Begin by filtering the grid for the constituents you would like to update, ensuring that your view includes n…Batch Update Records - Time TrackingWhen selecting Batch Update Records from an Action menu, you can update information for the constituents shown on your grid, up to a maximum of 500 records, all at once. Begin by filtering the grid for the constituents you would like to update, ensuring that your view includes n…