How to Bulk Edit Connections (crm2011)
My fellow CRM users & customizers,
Another step-by-step screenshot process for all you ladies and gents looking to Bulk Edit Connections.
We’ve already talked about How to Bulk Import Connections https://lbarendrechtcrm2011.wordpress.com/2014/03/05/how-to-bulk-import-connections/
So for what reason do you want to Bulk Edit Connections you may ask?
Well, in my case. 20 or so of our Accounts had a 3 different types of Connection Roles and we wanted to change to one and the same Connection in one go without spending a lot of time.
The solution to this is really quite simple, you just have to be able to find it.
With Regards to one of our CRM consultants > Jasper Alias @ Pylades www.pylades.com
Without further ado.
Step 1: I’ve got the following 5 Test Accounts
Step 2: When I go into the Connections on Test Account 1 you can see 4 Connections with Role (From) Supplier
Step 3: I need to prepare a Saved View (Look for: Connections) with all the right Columns because when you Export these Connections to Excel, those Columns will appear in Excel
Step 4: Once the View is created, I can see the following Connections produced by the View
Step 5: Time to Export to Excel > Important to Check all the right Boxes as seen below
Step 6: Make sure to Save the File in the right format
Step 7: Open the File in Excel and check the results
Step 8: Edit the Connection Roles anyway you want to (make sure they already exist within CRM) In this example I just switched around Supplier & Customer.
Step 9: Time to Upload
Step 10: If everything goes well, go to your Imports and see your Import Succes
Step 11: Final step, Go to your previously Saved View and see that your Connections have been Edited
Hope this helps some of you out there.
Good luck Customizing!
See you on the Forum.