Edit Multiple Accounts or Contacts

Edit Multiple Accounts

You can edit information for multiple accounts at one time.

  1. Click the Accounts link from the Main Menu. The Accounts screen opens.
  2. Select the accounts to edit. Use Ctrl+Click, Shift+Click or click and drag to select several accounts at one time. If you need to edit all the accounts in the list, you can click the left most column in the screen to highlight all the accounts in the list.
    mceclip1.png  
  3. Right-click and select Edit Multiple. The Edit Multiple Accounts screen opens.
  4. Check the check box next to the field(s) to edit.
  5. Select the new value(s) from the drop-down. Only checked fields are updated. If no value is selected in a drop-down and the check box is checked, the field is updated on all accounts to blank.
  6. Click OK.

Edit Multiple Contacts

You can edit information for multiple contacts at one time.

  1. Click the Contacts link from the Main Menu. The Contacts screen opens.
  2. Select the contacts to edit. Use Ctrl+Click, Shift+Click or click and drag to select several contacts at one time. If you need to edit all the contacts in the list, you can click the left most column in the screen to highlight all the contacts in the list.
    mceclip1.png  
  3. Right-click and select Edit Multiple. The Edit Multiple Contacts screen opens.
  4. Check the check box next to the field(s) to edit.
  5. Select the new value(s) from the drop-down. Only checked fields are updated. If no value is selected in a drop-down and the check box is checked, the field is updated on all contacts to blank.
  6. Click OK.

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Comments

4 comments

Date Votes
  • Joyce Li

    Hi there,

    Is it possible to update the account status for multiple accounts? This does not appear to be a field that can be selected.

    Thanks! 

    0 upvotes

  • Maggie U.

    Hi Joyce,

    The account status field on the Edit Multiple Accounts screen is called Designation Status. You may need to add it to your screen layout for it to be available. 

    Thanks!

    Maggie

    0 upvotes

  • Melanie Duke

    How can you change the Account Rep for multiple accounts at one time? When a salesperson leaves, we need to have an easy way to reassign the rep.

    melanie.duke@kyvenues.com 

    0 upvotes

  • Kaitlyn Batliner

    Hi Melanie,

    From your Accounts (or Contacts) list page, you can select en masse all the Accounts (or Contacts) that need to be reassigned then right click. On the right click menu, go to Tools and you should see an option for Change Account Rep. Not only will this allow you to change the Account Rep for the Account, but you can also select to have it update the Rep on Activities, Opportunities, Event Opportunities, Events or Orders.

    Thanks!

    Kaitlyn Batliner
    Senior Consultant

    0 upvotes

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