Mass Field Updates & Changing Record Owners

 Mass Field Update

 Note: With Maps, users have the ability to do a mass field update to any records on their map. In order to do this, please follow these steps:

1. Use the Draw Tool to highlight the records you wish to do a field update.

Screen Shot 2016-08-10 at 4.24.08 PM

2.  Next, right click on the drawn Geographic Boundary and choose Mass Field Update.

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3.  Once the Mass Update pop-up appears, select the field from the drop-down to update and replace.

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4.  When the field is chosen, type in the New Field value you wish to update with.

5.  Click on Yes when done.

Change Record Owners 

Note: Maps allows for a user to reassign Record Owners right from the created maps. In order to do this, follow these steps:

 1. Use the Draw Tool in order to highlight the records you wish to change owners.

Screen Shot 2016-08-10 at 4.24.08 PM

2.  Next, right click on the drawn Geographic Boundary and choose Change Record Owners.

Screen Shot 2016-08-10 at 3.55.03 PM

3.  Once the New Owner Assignment pop-up appears, click on the drop down list to view which user you wish to be the new owner for those highlighted records.

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4.  Finally, click on Yes, Transfer Now button to complete this action.

 

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