Reverting Mass Record Changes

Reverting Mass Record Changes

Any recent change made in the Record Data Change Tool may be reverted for up to seven days.

  1. Navigate to the Record Workspace.
  2. Click Tools > Record Data Change Tool.
  3. Click Undo Changes.
  4. Select the change to revert from the Grid of recent changes.
  5. Click Apply Undo.

    • Related Articles

    • 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 ...

    • 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 ...

    • 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 ...

    • Undo Changes

      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 ...

    • 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 Tools > Asset Data Change Tool. Select the field you want to change from the drop-down. If ...