| To complete this procedure, you must have the Allow Global Edit privilege. |
You can modify a number of entries at the same time with the Global Edit command. You can either select the entries to apply the edits to or apply the edits to all entries in the current list.
When working with a global edit, keep the following points in mind:
- Specify Values in most fields available for the type of entry you are working with.
- Specify Remove to remove values from basic and user-defined fields, leaving the fields blank.
- In the Remove column of a table user-defined field, select specific field values to remove from the field without removing all values.
- In the Global Edit Rules drop down list, specify how to add values to modified user-defined fields and some basic fields, such as category.
- In the Note tab, specify a note that is logged to all entries included in the global edit.
Global Edit is a very powerful feature, so you might consider backing up your Contact List before making significant changes. You can perform global edits on Contact List entries, Accounts, and Client Service cases.
You can use the Global Edit command to modify multiple entries at once.
- Create a list of entries to modify.
– or –
- In the current list, select the entries you want to modify.
- Click the checkbox to the left of entries.
- Select Edit > Global Edit.
- Locate your fields in the Fields drop-down list.
For many basic fields, you can select Remove to remove existing values for a field without specifying alternative values. For user-defined fields, use the Remove rule to remove all values or specific values from a field.
- In the Rules drop down list, select your desired rule.
- To add the selected values to the existing values, select Add when empty, Append or Replace.
- To remove the selected values from the existing values, select Clear
- Select the Value(s) from the drop-down list.
- Click OK to save the changes.
- You are prompted with a message to verify that you want to continue with the operation.
- Click OK to run the global edit.