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Question

One step assign Lookup Field

  • May 2, 2017
  • 0 replies
  • 100 views

I have a lookup field for selecting salesperson to a certain account. Some historic data will be showing this field as "Blank", is there a way to select 1 salesperson for all these items at one go?

      This topic has been closed for replies.

      Are you asking about how to fill in the blanks records with a new salesperson?
      If so, then you can make a report filtered on Where salesperson is blank. Then run the report, click Grid Edit and fill in the blanks and save.
      • DynDyn
      • Author
      • Registered
      • May 2, 2017

      I'm currently using the default report which everyone can view & add an additional Salesperson column (to filter those blank ones). Tried Grid edit but it says "Non editable field" as it is a lookup field. It will be too time consuming to edit each & every record to assign a salesperson.

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