This powerful utility makes it a snap to choose specific records and execute detail changes on any number of areas surrounding that specific item. You can change items in all of the different modules, and each module displays a selection of fields where you can change actual items, payment information, number of tickets, dates and much more.
Once you choose what parts of the record you wish to change, you are able to view a complete list of selected records and choose specific records to change, or simply change all in bulk.
Like most Express Actions, you have full search and filtering capabilities so you can accurately target the contact records you wish to modify.
Selected Records Tab
After you search for records against a specific module, you can view a complete list of Selected Records. You are able to use all selected records (by default) or select specific records that you want to process a bulk change against.
Save as Data Snapshot Option
Selecting the Save as Data Snapshot option lets you save the current set of selected records. You can then later re-use that Snapshot in a future filter operation. For example, if you made a set of changes to a specific selection of records, you can recall that same set of records in order to send an email communication, or run a report specific to the selection.
