Apply Mass Update to Activities

You can select multiple activity records and update all of them to the same value for a field using the mass update feature.

Among the fields that you can update are:

• Due Date

• Owner

• Priority

• Status

• Type

Note: Your administrator must enable this feature before it's available in the application.

Steps to Apply Mass Update

Here's how to update several fields on multiple activities at once:

1. Navigate to the Activities landing page.

2. Search for the records you want to update.

3. Click Update from the Actions menu.

4. Select the records that you want to update and click the Update button.

5. Select the fields and assign or enter values for them. Keep in mind:

   • If you want to update a field that has a parent field, then the value of the parent field must be the same across all child records selected for mass update.

   • You can't apply mass update to conditionally updatable fields.

6. When you're done making updates click Submit.