Create a New Search and Replace Update Run

Use the Search and Replace utility to update fields globally for Info Center records.

To create a Search and Replace run:

  1. From the Ajera CRM Navigation menu, click Utilities > Advanced Utilities > Search and Replace.
  2. Complete the fields on the Search and Replace form.
  3. Click Run.
  4. In response to the confirmation request, click OK.
  5. If you want to run another update, click New. Ajera CRM clears the fields and allows you to enter information for the next update.