Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

– OR –To remove the note and the attachment, on the Actionsclick OK.menu, click Delete Note, and then5. Click Save or Save and Close.NoteYou cannot update an attached file. Instead, save the file on your computer and edit the file, delete the attachment,and then attach the edited file.Edit Multiple RecordsCaution When you edit or delete multiple records, you cannot undo the changes.Edit multiple recordsCan I do this task?This task requires permissions that are found in all default security roles. More information about specificpermissions and performing this task while offline: Common Task PermissionsRecord types that can be bulk editedAccountsCasesContactsLeadsMarketing ListsOpportunities1. In any list, select multiple records:Select several records by pressing the CTRL key while you click each record.Select a sequence of records by clicking the first record that you want, and then press theSHIFT key while you select the last record that you want.Select all records on the page by selecting the Select/clear all records on this page checkbox at the top of the list.TipBy default, the Microsoft Dynamics CRM Web application displays 50 records per page. You can increasethe number of records displayed and thereby increase the number of records you can select at one time. Todisplay up to a maximum of 250 records per page:4. On the Tools menu, click Options.40 Microsoft Dynamics CRM 4.0 User’s Guide