Modify contacts variants

With the function “Edit variants” single parameters of a selection of contacts can be changed to a uniform value in one step. This is helpful e.g. when a new sales representative shall be assigned to divers contacts.

For the collective editing all affected contacts will be selected and the button “Modify variants” needs to be clicked.

 

Within the appearing window all contacts data fields are shown. Here the new values for all chosen contacts can be entered. For selection lists, e.g. sales representatives the possible values will be presented in drop down list for selection. All values that are checked in the first column will be overwritten.

 

Modify variants in contacts module
Modify variants in contacts module

 

When all modifications are made, the change will be executed after click on the button “Save”. The final storage is made after the confirmation of the security query.

 

Confirmation dialogue for variants modification
Confirmation dialogue for variants modification

 

Afterwards the changes are visible at the contacts data records.

 

Changed contacts
Changed contacts

 

Additional configurations / possibilities of the function “Modify variants”

 

Data source With the data source a contact can be chosen to copy its parameters to the others.
Find fields Searchs for the entered value in the field names.
Select fields
Checkbox All selected fields will be copied / modified
Field Field name
Value Here the new value is to be entered or selected from drop-down list.
When an existing value shall be copied from source contact to target records the value mustn’t be filled manually.
Target records The changes can be executed for all selected or for all displayed contacts in the list view.

 

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