Making Mass Changes to Assets
AdvisorEngine CRM allows you to make mass changes to certain Asset fields for the Assets you select.
- Open the Asset Workspace.
- From the command bar, click the .
- Select the field you want to change from the drop-down.
- If the field is a checkbox-type field, you will either choose to
(make it checked) or (make it unchecked).
- If the field is a data field, you will choose to
, followed by the data you wish to change it to, or choose to clear the field.
- Finally, in the Grid below, select all the Assets you want to apply the change to.
when all your settings are correct.
You can return here and click for up to seven days to remove the change.
Making Mass Changes to Records
AdvisorEngine CRM features a tool that allows you to make mass changes to certain Record fields, saving the need to edit each Record individually. The Record Data Change Tool allows edits to the following Record fields: Classifications Tags Interests ...
Making Mass Changes to Actions
AdvisorEngine CRM features a tool that allows you to make mass changes to certain Action fields, saving the need to edit each Action individually. The Action Data Change Tool allows edits to the following Action fields: Action Tags Assignee Category ...
Changes saved to AdvisorEngine CRM are immediate and largely permanent. Some changes made in the system can be reverted depending on which they are. See the following list for options: Deleted Records: Can be restored with the Restore Deleted Records ...
Reverting Mass Action Changes
Changes made in the Action Data Change Tool, except to Completed, may be reverted for up to seven days. Navigate to the Action Workspace. Click Tools > Action Data Change Tool. Click Undo Changes. Select the change to revert from the Grid of recent ...
Reverting Mass Record Changes
Any recent change made in the Record Data Change Tool may be reverted for up to seven days. Navigate to the Record Workspace. Click Tools > Record Data Change Tool. Click Undo Changes. Select the change to revert from the Grid of recent changes. ...