Bulk Edit and Deletion of Records
Last Updated: December 16, 2021
To edit or delete a single record, you just have to click the icon with three buttons under the Action Lane.
To delete multiple record items:
Delete Displayed Items: QuickReach will delete all items currently displayed on the page even if they are not selected.
Delete Selected Items: QuickReach will delete all items with ticked checkboxes (only shows when you select items in the Record.
Note: Checking the Select All feature by ticking the uppermost checkbox in the list selects all the items in the Record App even if they are not currently displayed on the page.
If by chance you need to edit multiple records, here's a trick that you can do:
Step 1: Export the record. The data will be downloaded into .CSV or .XLSX file.
Step 2: From the downloaded file, work on the data that you need to edit, then save.
Step 3: Delete all the records in the table. However, do note that before deleting records, check if there are duplicate data. The system recognizes duplicate records, and only allow unique contents in a row to be downloaded. For example, if two rows have both Melissa Perez as value in the Employee Name column, the system will only download the first entry who has Melissa Perez as value in the Employee Name.
Step 4: After deleting the records in the table, import the file where you made changes.
Adding Data in a Record
Adding Data in a Record via Mobile
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
To edit or delete a single record, you just have to click the icon with three buttons under the Action Lane.
To delete multiple record items:
Delete Displayed Items: QuickReach will delete all items currently displayed on the page even if they are not selected.
Delete Selected Items: QuickReach will delete all items with ticked checkboxes (only shows when you select items in the Record.
Note: Checking the Select All feature by ticking the uppermost checkbox in the list selects all the items in the Record App even if they are not currently displayed on the page.
If by chance you need to edit multiple records, here's a trick that you can do:
Step 1: Export the record. The data will be downloaded into .CSV or .XLSX file.
Step 2: From the downloaded file, work on the data that you need to edit, then save.
Step 3: Delete all the records in the table. However, do note that before deleting records, check if there are duplicate data. The system recognizes duplicate records, and only allow unique contents in a row to be downloaded. For example, if two rows have both Melissa Perez as value in the Employee Name column, the system will only download the first entry who has Melissa Perez as value in the Employee Name.
Step 4: After deleting the records in the table, import the file where you made changes.
RELATED ARTICLE(S):
Adding Data in a Record
Adding Data in a Record via Mobile
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 16/12/2021
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