Editing data in a list

The use of maintenance lists is recommended for processing large amounts of data, because not every data record has to be opened, edited and saved individually. Data maintenance lists can be edited manually or automatically by applying a formula.
Example: Add the country code (e.g. +49) to all telephone numbers in accounts.

Ask your Account manager to configure a custom list for data maintenance.

Example: Editing account data

1. Open a list of accounts using the account search.
2. In the horizontal toolbar, click on  Mass action on list and select  Edit data in list.
3. Select a suitable Data maintenance list in the top left-hand corner.
4. Make the changes you want. Changed data records are automatically marked with a tick in the first column.
5.  Save your input by clicking on the icon in the top left-hand corner of the input window.
6. Confirm the data change by clicking OK.

Important:

• Mind page breaks.
• Grey columns are locked for changes.
• Mind mandatory fields.

Other possible applications:

• Eiditing of allergens and additives in items (LMIV)
• Implementation of company standards, e.g. spelling of telephone numbers
• Changing apppointments