Want to know how to change a value such as the company name for a group/filter of contacts en masse

Version 1

    Details

     

    Want to know how to change a value such as the company name for a group/filter of contacts en masse

     


    Resolution

     

    Steps to prepare:
    Create a contact filter/group for the contact records you would like to update en masse prior to the following steps

    Steps:
    1. Log into GoldMine as a Master rights user (NOTE: The "Data Management" Menu will not be available without Master rights login account)
    2. Go to Tools>>Data Management>>Global Replace...

    3. Say "OK" to the ALERT: Cautionary Notification(s)! when prompted 
    4. Select "Replace a Field with a Value"
    5. "Next"
    6. Select the desired field and Value you want in this field (Example: Select "Company" from the "Replace a Field" drop down) and input the correct Value in the Value field (Example: HEAT Software)
    7. "Next"
    8. Confirm the details
    9. "Next"
    10. Select the Filter/Group you want to apply this to:
    11. "Next"
    12. "Finish"
    13. Review the Process Monitor to verify that this process completed successfully: