Global Changes

Mass Change Data for a Field #

Use this tool to mass change information stored, in a field, on Company, Name or Position records. Use this with strong caution. Changes made cannot be undone. Only a restored database backup (billable), from the previous day, can undo any mistakes made.

1. Click the System icon on the Main Toolbar.
2. Click Global Change.
3. Click Change Companies, Change Names, or Change Position.
4. Select type of field (Predefined or Custom).
   1. If conducting a global change for a Custom field you will also need to choose a Global Change Mode – learn more about your options here.
5. Select the Field
6. Optional: Enter Original Value.
7. Enter New Value.
8. Optional but strongly suggested: Limit to a Rollup (Note: If you skip this step your entire database will be modified accordingly)
9. De-Select Modify Only Empty Fields if your fields currently contain information otherwise leave it.
10. Click Apply.

Change a Custom Field Name #

Use this tool to change the name of a Custom Field.

1. Click the System icon on the Main Toolbar.
2. Click Global Changes.
3. Click Change a Custom Field Name.
4. Select Field Type (Company, Name or Position).
5. Enter the Current Field Name (this is case sensitive).
6. Enter the New Field Name.
7. Click Apply.

Copy a Predefined Field to a Custom Field #

Use this tool to mass copy information currently stored in a Predefined field to a Custom field.

1. Click the System icon on the Main Toolbar.
2. Click Global Changes.
3. Click Copy Predefined to Custom Field.
4. Select Record Type.
5. Optional: Limit to Rollup.
6. Select the Predefined Field to copy from.
7. Select the Custom Field to copy to.
8. Click Apply.

Copy a Custom Field to a Custom Field #

Use this tool to mass copy information currently stored in one Custom field to another Custom field.

1. Click the System icon on the Main Toolbar.
2. Click Global Changes.
3. Click Copy Custom to Custom Field.
4. Select Record Type.
5. Optional: Limit to Rollup.
6. Select the Custom Field to copy from.
7. Select the Custom Field to copy to.
8. Select Copy Options preference.
9. Click Apply.

Mass Move Names to a Different Company #

Use this tool to mass change all names on a Rollup to a Company. A Rollup is required.

1. Open a rollup containing all names to be moved to the company.
2. Select all records.
3. Click the Change Company action icon within the Rollup.
4. Find the company using the Select Company dropdown.
5. Review selections for Copy Options.
6. Click Change.

Mass Delete Records #

Use this tool to mass delete Company, Name, or Position records from the database. A Rollup is required.

1. Open a rollup containing the records to be deleted.
2. Select all records.
3. Click the Delete from Database action icon within the Rollup.
4. Click Delete.

Move or Copy Records to a Different Database #

Use this tool to mass move/copy Company, Name, or Positon records to another database. A Rollup is required. This process is often used to move inactive records to an ‘archive’ database. You must be a System Administrator with the same User Name and Password in both databases to perform this action.

1. Open a rollup containing the records to be moved or copied (Moving the records will delete them from the current database).
2. Select all records.
3. Click the Move to Database or Copy to Database action icon within the Rollup.
4. Select the Target Database.
5. Select Duplicate Checking preference.
6. Click Move or Copy.