Mass updates in CRM allow you to simultaneously update the same field for selected records within the module. It helps to update multiple records with the same field value without actually navigating each and every individual record.
Note: The above snapshot, Mass Update has been shown for Account Module as an example, but Mass Update can be done for other Modules as well.
No card required
[ Module ] Name remains static for which data update is done. OR You can select the module from the drop-down list.
Click on the fields in the Available List for Mass Update and shift them to Selected List by clicking on the right arrow.
Filter Criteria: Tab is used when Mass Update has to be done with the required criteria for records.
Select a field from the drop-down list where conditions need to be applied.
Select the Operator from the Operator dropdown list. (equal to, not equal to, less than, etc….)
Select the value for the field from the dropdown list.
If you want to add any conjunction. Select the conjunction from the dropdown list. (OR, And or Only)