On the main Interaction Grid if you need to make an update to multiple interaction records you can do so through the Actions menu using Batch Update Records.
The first step would be to filter the Interactions grid for the desired Interaction records you wish to update. Once the grid is filtered you can mouse over the Actions menu above the grid and click on Batch Update Records.
This will launch a dialog box where you can update fields such as the Date/Time, Status, Primary Relationship, Interaction Type as well as Category 1 and 2. Once you have updated the desired fields you can click the Update button and confirm in the pop up by typing in "Yes" and clicking OK. If you wish to cancel the change, click Cancel.
Beyond updating existing Interaction records, the Batch Update Records feature also allows you to make other updates to the records of the filtered list of constituents showing on the grid including updating their Constituent profiles, adding documents, or adding Time Tracking records. Simply click on the Constituent, Document or Time Tracking tabs to navigate to those updates.
