How to use Modify List to Quickly Make Data Changes

Modify List

Use the Modify List option to quickly and easily edit text on a list page for any field that is editable. This is especially useful when you need to change values for multiple records.

Not all fields may be edited using Modify List. Not all roles have access to Modify List.
  1. Click on the Options menu
  2. Select Modify List
  3. Click on the Pencil under the column you wish to edit
  1. Make data changes to that field
  2. Click the Green check to save after making changes. Use the Red X to discard changes.
Make sure to save BEFORE moving to another page

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