Edit Multiple Records

You can edit multiple records at the same time from the B2C Service application.

Double-click a report to display a list of records.
You can specify unique criteria to search for all records you want to update. See Search for a Record from a Report.
Press Ctrl while selecting each record you want to edit.
Click Open on the ribbon.
The fields that you can edit for the type of record you are working with display on the content pane.
Edit the records. Depending on the type of field, you can accomplish this in one of several ways.
The drop-down lists for all fields default to No Change. To remove the prior field entries for multiple records, select the check box next to the field you want to change.
- To change a field associated with a drop-down list, click the drop-down list and select an option.
  Tip: A shortcut is available for re-assigning multiple answers, contacts, incidents, opportunities, organizations, or tasks. Select the records from a report, click Assign on the ribbon, and select a staff member or group from the Assign window. See Assign a Record from a Report.
- To change a date field, click the drop-down list associated with the field to open the current calendar month and select a date. If necessary, use the arrows at the top to change the month before clicking a day.
- To change a search field, click Search (the magnifying glass to the right of the field), enter the search criteria in the window that opens, click Search, and select an option from the list of results.
- To change a text field (such as the Response field on the Messages tab of the incident workspace), enter the new entry for the field.
Note: If a field is required when editing a record, it is also required for editing multiple records of the same type. It is possible, however, to select a value of “No Value” as a valid entry on the multi-edit workspace. The next time you edit one of the records separately, you are required to select a value for the field.
Click Save.