– OR –
To remove the note and the attachment, on the Actions menu, click Delete Note, and then click OK.
5. Click Save or Save and Close.
Note
You cannot update an attached file. Instead, save the file on your computer and edit the file, delete the attachment, and then attach the edited file.
Edit Multiple Records
Caution When you edit or delete multiple records, you cannot undo the changes.
Edit multiple records
Can I do this task?
This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Common Task Permissions
Record types that can be bulk edited
Accounts
Cases
Contacts
Leads
Marketing Lists
Opportunities
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1. In any list, select multiple records:
Select several records by pressing the CTRL key while you click each record.
Select a sequence of records by clicking the first record that you want, and then press the
SHIFT key while you select the last record that you want.
Select all records on the page by selecting the Select/clear all records on this page check box at the top of the list.
Tip
By default, the Microsoft Dynamics CRM Web application displays 50 records per page. You can increase the number of records displayed and thereby increase the number of records you can select at one time. To display up to a maximum of 250 records per page:
4. On the Tools menu, click Options.
Microsoft Dynamics CRM 4.0 User’s Guide
5. On the General tab, in the Records Per Page list, select the number of records to display per page.
6. Click OK.
This changes the number of items that is displayed for all lists, which may slow response time when you switch record types. Therefore, you might want to set it back to a smaller number when you are done with this bulk action.
On the Actions toolbar, click More Actions, and then click Edit.
In the Edit Multiple Records form, make the changes that you want.
Any fields that you enter data in will change in all selected records. Other fields will be left unchanged.
Click Save.
Notes
You cannot perform a multiple edit operation on activities, lookup fields, or notes.
You cannot use this form to clear data in a field.
You cannot use this form to change the status of records. However, to change the status for a group of leads, add them to a marketing list. More information: Work with Marketing Lists
Delete records
Can I do this task?
If the Delete button is not visible on the toolbar, the security role assigned to your account does not have permission to delete this type of record. To check your permissions for a specific record, open the record, click the File menu button , and then click Properties.
If you are deleting a record that has child records, you can delete it only if you also have permission to delete any child records.
More information about specific permissions and performing this task while offline: Common Task
Permissions
1. In any list of records, select the record that you want to delete.
– OR –
In any list, select multiple records:
Select several records by pressing the CTRL key while you click each record.
Select a sequence of records by clicking the first record that you want, and then press the
SHIFT key while you select the last record that you want.
Select all records on the page by selecting the Select/clear all records on this page check box at the top of the list.
Microsoft Dynamics CRM 4.0 User’s Guide 41
