Grid Action Menu

When you select the records and click on the Actions tab it enables a different set of actions that can be performed on the records. Below is the set of actions that can be performed through the Actions tab. 

How to use Mass Edit?

Mass Edit is used to edit the custom fields in multiple records.

1. Select those records which you would like to edit.
2. Select the Actions button and pick Mass edit. 
3. A pop-up window will open up which would ask you to select the field from the drop-down menu and the value that needs to be entered. 
4. If you would like to edit more custom fields then you can add columns by selecting the + green button in the pop-up menu. 

If there are no editable fields configured then you will not be able to perform the mass edit. You will receive an error message instead. Only a limited number of editable fields can be configured. These fields cannot be the fields imported from your data sources.

Saving and Undoing in custom fields

Use the Save icon to save any in-line edits made to a custom field on a record.
Use the Undo icon to undo any in-line edits made to a custom field on a record.

1. Make in-line edits to a custom field(s) in the Details Grid.
2. Select the Save or Undo icon to submit the desired changes.

Steps rerun rules using the Actions button

1. Select those records for which you would like to rerun rules.

2. Select the Actions button and pick rerun rules. 

3. A confirmation window will open up to ask whether you would like to rerun rules for the Named account and Named Exception or not. Select accordingly and confirm. 

4. This will take time depending on the number of records affected. 

Set/Clear Named types through the Actions button

1. Select those records which you would like to change as Named Type.
2. Select the Actions button and pick Set Named Type. 
3. In the pop-up window select from the drop-down whether you would like to name the account as Named account and Named Exception. Select accordingly and confirm. 
4. You can see a green pin icon near the record if you had selected it as Named Account and a red pin icon if it was categorized as a Named Exception. 
5. You can clear the set Named type by selecting those records, selecting the actions button, and picking Clear Named types. 

Steps to commit changes using the Action button

1. Select those records for which you would like to commit the changes.

2. Select the Actions button and pick commit. 

3. In the confirmation window that pops-up Type commit and confirm when you are sure about the changes.

Steps to check Audit logs using the Actions button

1. Select those records for which you would like to check the audit logs.

2. Select the Actions button and pick audit logs. 

3. Select the period for which you would need the log details.