Similar to Case Notes, notes in a Value entry can be edited in bulk.
It is important to review the selected field content you plan to modify before committing to any permanent changes. Changes made using the Edit feature cannot be reversed, so it is recommended to carefully review anticipated modifications prior to making a bulk change. For any questions, contact Support to guide you in this process.
NOTE: You must have Modify permissions to Case > Value Tab.
To edit Value Notes in bulk:
On the detail view of a Value entry, use the checkboxes to select the notes you wish to edit.
Select Bulk Actions > Edit.
On the Update Note(s) window, select one or more of the available fields to edit (Date, Staff, Case Note Topic, Note, or Important).
Click the Save button. Data that has been added to the selected field(s) will overwrite the existing data for all selected notes in the current Value entry.
