Special RealeSeller™ Mass Update Feature
 

About the Mass Update Feature:
RealeSeller has a special Mass Update Feature you can access from any RealeSeller folder that has a grid listing the prospect, properties, etc.  The mass update ability only works on fields shown in the grid list, so if a field you want to update isn't currently being show, you have to add it.  There are two exceptions to this rule, File As and Notes.  Both of these selections are significantly different than other fields.  There is an in-depth section below on both these selections.  Once the field is visible you can update, replace, or modify the fields in multiple selected contacts:

Using The Mass Update Feature:
First, select the items in the grid list (1) you want to update.  Next, right-click any of the selected items.  Next, move your mouse over the Mass Update selection (2).  You should now see something similar to the above image.  If the field you want to update is not listed you can choose the Show Fields...(3) selection and add the field or fields you want to update to the grid.

Normal Fields:

Most normal fields, like the one above, are a simple replacement of the current information... a new Zip Code in this case.  Simply type in the text you want to put in field, and click the Ok button.


Phone Numbers:

Phone numbers are a special case.  Sometimes a whole group of area codes (1) needs to be changed, or maybe just the telephone prefix (2).  Either way just select the option, type in the replacement numbers, and press the Ok (3) button.


The File As Field:

This is a special case field and does not have to be added to the grid list.

This File As field is used by outlook as the index or the base field, and is usually used to sort contacts.  You can of course sort by other fields, but contacts are generally sorted using this field by default.  The normal default configuration is Last, First (referring to the names), but the default can be changed.


The Note Field:

Note and Dream Home Note are special case fields and do not have to be added to the grid list.

The Note Field is another special case.  You can add the same note to multiple prospects, properties, agents and companies.  After selecting note, choose a note color (1), type your note (3), spell check it if you want (2), then click the Ok button (4) to finish.  A new note will be added to each of your selected items.

Convert Item:

Convert Item is another special case and there obviously is no field to add in order to use this feature.

Normally converting any item to any other item is done in a Flex Folder, but it can be done anywhere.  When converting a prospect to an agent for example, you will be prompted for the folder to move the item to when you are not converting the item in a Flex Folder.

Note:  There are a few fields that are not in the mass update field list:  Web Page, Owns, Heading, Salutation, Contacts, Mortgage Items, Financing Items, etc.  What fields will be missing depends on which folder you select.  You should expect to see some of the missing fields added to the Mass Updater before the end of 2006.
 
 

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