Updating the same fields on records in a group

You can simultaneously update the same fields in selected records within a group. For example, if four people in a group move to a new region, you can use mass update to update the Region field for all four records at once.

1. Ensure mass operations are enabled. For details, see Enabling mass operations.
2. Back up the database and ensure all users are logged out of Sage CRM. For details, see Locking the system.
3. Click My CRM | Groups.
4. Click the name the group that you want to update.
5. To exclude a record from the update, select Exclude.
6. Click Mass Update.
7. Select the fields you want to update and click Continue.
   Search Select Advanced fields are not available for mass update.
8. Specify the new value for the field and click Save.
9. Click OK and click Continue.