Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Contact Us
  • Home
  • CRM Capability

Batch/Group Editing & Updating

Update multiple records at once and save some time.

Written by rob g

Updated at September 8th, 2023

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Pipeline & Search Menu
  • CRM Capability
  • Integrations
  • WC Policy Details
  • Retirement Data
  • Health Data
  • OSHA
  • DOT
  • Mobile App
  • Reports
    Interactive Reports
  • Print/Export
  • Settings
  • LossRunner
  • Class/Industry Look Ups
  • Data Availability
  • User Questions
+ More

In this category:

Table of Contents

Overview

(2023 update) You can now edit or update multiple records at once. This can be done from a List View (search results), Group, Flag or Note folders. So anywhere there is a list, you can do it.

Record Selection

You can select individual records from a list, or select all on the page. You can select more by scrolling to other pages before making your intended changes. You will see a count of the records you've selected in the lower left corner of the page, which is where the options reside.

 

Edit/Update Options

You can change or remove flags, remove from a group (assuming you are in the respective group's list) or add to a group, as well as export only the selected records from your list (note you will need to use the export button that is in the 'selected' dropdown menu, not the stand-alone export button in the menu tray. That button will still export your entire list). 

Was this article helpful?

Yes
No

Related Articles

  • CRM - Groups
  • Click to Dial
  • Contact Management
  • Notes Page

Links

  • Terms of Service
  • Privacy Policy
  • PEO
  • Loss Runs

Contact Info

support@insurancexdate.com

1-888-567-4119

Recent Posts

  • 2021 – Q1 Updates – Mobile App, CRM Enhancements, Integrations & New Tools
  • WC Class & GL Lookup
  • CA Data Available

InsuranceXdate, LLC

Definition by Author

0
0
Expand