Using QuickChange on QuickSearches
Changing Values with QuickSearches
To make updating easier, Big Business Version 2.0 allows you to change records found with QuickSearches. For example, instead of opening quotes individually, you can search for quotes that expire today and extend their expiration dates as a group.
This feature is available for most QuickSearches. The presence of the QuickChange button in the list window indicates the feature’s availability. The values you can change vary depending on the types of records in the list. If any records in the list are locked, Big Business prevents you from changing them and informs you that they have not been changed.
To change values for QuickSearch:
1. Perform a QuickSearch to bring up the records you want to change.
2. Click the QuickChange button.
3. In the QuickChange dialog box, choose the value you want to change, then enter the new value. (3068)
To make updating easier, Big Business allows you to change specific fields in records that are brought up in most QuickLists. For example, instead of opening quotes individually, you can search for quotes that expire today and extend their expiration date as a group.
To use the QuickChange feature:
1. Perform your normal QuickSearch or select one of the several Q&A questions to bring up the records that you want to change.
All records found in the QuickList will be changed.
2. Click on the QuickChange button and select the value or field that you want to change.
3. Depending on the field you wish to change, you can then enter the new value or select the desired value from the popup list.
This new feature can save you a considerable amount of time and make it easier to perform widespread updates throughout larger databases. The values that can be changed vary depending on the types of records in the list. If any records in the list are locked, Big Business prevents you from changing them and informs you that they have not been changed.
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