Using views to update organizations, contacts and connections

In the previous lesson we showed you how to use the checkboxes to the left of a list view to select multiple records to edit

However in list views for connections, organizations, and contacts - you may find there is no check box.

However in list views for connections, organizations, and contacts - you may find there is no check box.

Why is the checkbox not appearing? Does this mean you can't do bulk updates of a field for this object?

Checkboxes do not appear IF the object uses record types!

This is true of

Organizations (which has three record types: Individual, Business, and Nonprofit.

Contacts (which has only one record type: volunteer)

Connections (which have two record types: Managed and Self-Reported

You must filter your list view to view ONLY one record type in order to get the checkboxes to appear so you can bulk update.

You must filter your list view to view ONLY one record type in order to get the checkboxes to appear so you can bulk update.

Make sure the filtter view includes a filter on 'record type' for the object.

In organizations it is the field "Organization Record type", in Contacts it is "Contact record type", and in connections it is simply "Record Type"

Note: It is not the field named "Record_Type_Name"

Once you have filtered on the record type - the checkboxes will show up and you can do bulk update of selected field data.

Once you have filtered on the record type - the checkboxes will show up and you can do bulk update of selected field data.

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