In CRM, fields of the following types can be enabled for mass update via Admin > Studio > Module:
Date
DateTime
DropDown
MultiSelect
Radio
For any of the above field types, use the below instructions. If your field type is not in the above list, another way you can update records in bulk is via the import process .
To Mass Update multiple records use the following instructions:
Navigate to the list view for the records to be updated. For example Contacts, Accounts, etc
Click Create to add filters
Once filtered to show only records to be updated, below the filter drop-down, select Checkbox to select all
Use the drop-down and select Mass Update
Select the Field to be updated and populate the text box or drop-down with the desired information
Click Update. That field has now been updated for all selected records. The process can be repeated should other mass changes be required
If you are wanting to update a "Tags" field, there is a further option called Append Tags. Leave this checked if you would like to mass update by adding a new tag only. If you wish to overwrite existing tags, uncheck this box.