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Mass Edit on Accounts no longer appearing
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03-30-2009 10:41 AM
When I create a view for an opportunity or any custom object we have the ability to do a mass edit of the results of the view.
We used to have this ability on Accounts, but we introduced Record Types last week and now we do not have the mass edit check boxes appearing for our users. We are going through a mass re-organization of our fields and would really like to know the best way to go forward to have the mass edit ability on Accounts again.
Any suggestions would be greatly appreciated.
Solved! Go to Solution.
Re: Mass Edit on Accounts no longer appearing
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03-30-2009 02:45 PM
- If your organization uses record types, you
must include a record type
filter for a single record type in the List View criteria. Inline
editing only works on lists
that are filtered on a single record
type (for example, Record Type EQUALS Business Account, or Record Type EQUALS <blank> for records that
don't have a record type). Also note that inline editing from a list will
not work if there are any "OR" filters in conjunction with a record type filter
(that is, if a record type filter is present, all list filters must be joined by
an "AND").
- NOTE: Just having one record type in displayed records will not enable inline editing, you must identify a single record type inn the List View criteria. If you do not have permission to edit the list criteria, contact your System Administrator.
Re: Mass Edit on Accounts no longer appearing
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03-31-2009 07:14 AM
Re: Mass Edit on Accounts no longer appearing
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01-28-2010 01:40 PM

