The Bulk Edit command, available in the Tasks, Matters, Billing and Contacts modules, allows you to set a single field in multiple records to the same specified value all at once.
To execute a bulk edit command, select all of the records you wish to modify and click on the Bulk Edit button.
Important note: The bulk edit command allows a large number of changes to be made very quickly and easily. Please review your selections and options carefully before executing the command as the changes cannot be undone.
The Bulk Edit command is normally only available to account administrators. However, this command can be enabled for a non-administrator user by checking the appropriate box in that users permissions settings in the contacts module.
The basic process for bulk changing fields is as follows:
Depending on the type of the field being changed, you may see different items in the Bulk Edit dialog box. For example, if the field is a simple text field, you will be give the option to prepend (add before), overwrite or append (add after) the new text to any text that exists in that field in the record.
If the field is a simple boolean true/false field, you will see the option to select true or false.