HI Janet All you need to do is save your advanced find of the records with the added columns that you want to update and it will appear as a view, once you select this view and click Export to Excel Button, then you can bulk update all the fields in excel and once you have saved the changes you can click the import button to import the updated records back into crm. You can also use the import feature to import New contacts for existing accounts You can also use the field mapping settings on the Account to contact relationship so new contacts automatically inherit vales such as email, address etc but you shoudl review your business processes before doing this. Let me know how it goes :)
↧