replace

Smart CRM & Sales Hub CRM
1

Is there a find and replace function?

2

Hi @gelflex-cc,

There is not a find and replace function, though someone has already posted it to the Ideas Forum…I’d suggest upvoting it.

Additionally, this may not be exactly what you’re looking for, but you can edit a bunch of records in bulk. You could filter by the property that you are looking to change, click the check box beside each record that it applies to, choose edit, find the property and change in bulk. Not exactly find and replace…but it just might do the trick.

Josh

3

@Josh Thank you! I use what you are proposing. I am trying to change a term associated at the end of the last name so need replacing. Already very heavy on custom fields used to filter but want other to be able to see certain pieces.

I’ll upvote the tip.

Thanks again.