Globally Replacing Field Data

The Global Replace Wizard helps you replace the value of a field in the contact record.

IMPORTANT: Before beginning a global replace, back up the GoldMine databases (see Backing Up Databases).

If using a global replace to operate on a subset of data, first build that subset with a filter or group you can then select during the process.

■ Users without Master Rights cannot replace the Owner or Status fields.

■ Apply global updates only to Contact1 and Contact2 fields.

To Use the Global Replace Wizard

1.

Select Tools > Data Management > Global Replace.

2.

At the Global Replace Wizard dialog box, select one option:

○ Replace a Field with a value (see Globally Replacing Fields with a Value)

○ Update a field using advanced options (see Globally Updating Fields Using Advanced Options)

○ Exchange the value of two fields (see Globally Exchanging the Values of Two Fields)

3.

Click Next to continue with the wizard.