Edit multiple to-dos and notes

SECURITY  Security level with access to CRM, and object permissions to edit and delete CRM notes and to-dos for organizations you have access to

NAVIGATION   >  CRM > Search > To-Dos & Notes > click Search > select multiple items. Also available on the To-Dos & Notes tabs of the Organization, Contact, and Opportunity pages.

NAVIGATION  My menu >  To-Dos or Notes >  select multiple items > select Edit Selected Items from the bulk menu

The bulk edit menu allows you to edit and delete multiple to-dos or CRM notes at one time.

To edit multiple to-dos or CRM notes at one time, complete the following steps:

  1. To open the page, use the path(s) in the Security and navigation section above.
  2. The Edit Selected Items page will appear.
  3. Select the check box for the fields you want to edit. Fields that are not selected will not be updated.
  4. Enter the updated values.
Field Description
Action Type Required if selected.
Assigned To Required if selected.
Description Not required even if selected. You will still be able to save the page.
Start Date & Time Required if selected. You must select a date and time prior to the earliest end date and time for a selected item.
End Date & Time Required if selected. You must select a date and time after to the latest start date and time for a selected item.
  1. Click Save when you are done.

NOTE  Widget grids do not support bulk menus.