If you have entered multiple records with the incorrect information, or need to update details in bulk, this function will allow you to edit more than one record at a time, saving you from needing to do it one by one.
- From the 'Stakeholders', 'Interactions' and/or 'Tasks' page, select multiple records you need to edit by clicking the box to the left
- Click on the multiple box icon in the top right hand corner of the page
- Use the drop down box (and scroll if necessary) to select the fields you wish to edit
- Once you have selected your fields, follow the prompts to 'Add' or 'Replace' the information in the records and select 'Confirm'
- Bulk Edit is now in progress and you will receive a 'Success' message in a box once complete