The Modify button allows for bulk editing of registrations or bulk loading of activities such as notes/reminders into peoples timelines.
There is no undo button so please ensure your filter is correct and the bulk edit settings are correct before proceeding.
In this article:
Bulk Edit
Bulk Edit can be used to update a question field in a registration form on mass. To apply a bulk edit first filter on a form. If a filter is not applied, the bulk edit will be greyed out and will not let you continue. See this article for help creating filters.
Please note bulk editing records should be treated with caution. Many records are updated at the same time so making a mistake will affect multiple records. There is no undo button so please ensure your filter is correct and the bulk edit settings are correct before proceeding.
To do a bulk edit
1. Open SuperCRM.
2. Apply a Filter making sure you have filtered on a Year and Organisation form.
3. Click Modify.
4. Click Bulk Edit.
5. Either create a new bulk edit or use a previous saved bulk edit.
6. To create a new bulk edit, select the Question you want to update.
7. Set the Update to value.
8. A confirmation screen will display how many records will be updated and the change that will be applied.
9. If a large number of records are being updated, the activity will complete in the background and you will receive an email once finished. Otherwise, the update will be applied and the screen will refresh.
Bulk Activity
Bulk Activity can be used to add a Note or a Reminder into people records timeline on mass. This can be a filtered list or applied to the whole SuperCRM.
Please note that there is no undo button so if the selection is wrong then it can affect multiple records.
To action a bulk activity
1. Open SuperCRM
2. Filter or check the person records you want to update
3. Click Modify
4. Click Bulk Activity
5. Either create a new bulk activity or use a previous saved bulk activity.
6. To create a new bulk activity select the Type either a note or a reminder.
Reminder: Enter the reminder Date and Note in relation to the reminder to apply to all selected records.
Note: Enter the Note you want to apply to all selected records.
7. Click Apply once you are certain that this is bulk activity you want to apply. Remember there is no undo button.
8. A confirmation screen will display how many records will be updated and the note that will be applied.
10. If a large number of records are being updated, the activity will complete in the background and you will receive an email once it is finished. Otherwise, the activity will be applied and the screen will refresh.