Siebel CRM Fundamentals Siebel Innovation Pack 2015 E24770-01 |
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You might want to modify the same data in a number of records. Instead of repeatedly changing the same information in each record, you can make the same change in several records at once using the Change Records dialog box shown in Figure 5-1.
To change multiple records
Navigate to the desired screen.
Select the records you want to change by holding down the CTRL key and clicking each record.
From the application-level menu, choose Edit, then Change Records.
The Change Records dialog box appears. You can change up to four fields at one time.
All List Columns on a List Applet are displayed except for those columns that are marked Inactive or Read Only. List Columns are not displayed if they are based on a join field and do not have Pick Applets associated with them.
Note: Depending on the relationship between the record being updated and its parent or child records, updating an MVG field might modify records other than those selected in Step 2. |
From the Field drop-down list, select the field in which you want to change data.
Enter the new data in the corresponding Value field.
Repeat Steps 1 and 5 until you have entered all of the information you want to substitute in your chosen fields.
Click OK to apply the changes.