vTiger features an excellent Mass Edit facility where you can make updates across a number of records and within those records, a number of fields… all at the same time.
Mass Edit is available in all modules.
A typical example of where you might like to use Mass Edit would be where a representative or support person moves on and you wish to reassign the accounts/customers to your new person.
To do this you would run a search for your old rep/support person. This would present you with a list of all those records assigned to them. You would then select all records (click in top selection checkbox, and then if the number if records exceeds a page full, click on ‘Select All xxx records in Contacts (or Accounts/Organizations)’).
Once selected, click on the Mass Edit button. You’ll notice that vTiger separates the fields by the section blocks, so that in Contacts for example, you have the main sections as follows:
- Contact Information
- Custom Information (plus any addition Custom Blocks you may have added)
- Customer Portal Information
- Address Information
- Description Information
You can select the fields you wish to update by clicking the field checkbox, then entering the new information. In the case of reassigning a record to a new User or Group, you will select the name from the dropdown list.
Once you have all of the changes in place, click the Save button and all the relevant fields will be updated.