Exercise 2 – Inline Edits: Add Specific Information to Multiple Prospects LLM

• PDF Version

Task Use inline edit to add information to prospects.

Scenario You have handwritten notes with the preferred names of people who attended your recent event. Preferred names were not included in your import so now you will edit the records with that information.

If you’d like to try the exercise on your own without detailed instructions, feel free to do so. If not, detailed instructions follow.   

Guided Practice

This training exercise has four parts. The first part walks you through how to find the person records. The second part walks you through how to organize the grid. The third part walks you through how to edit a variety of records of multiple people at once.  The fourth part walks you through how to verify the edit.

Part 1: Find the Person Records

1. Click PEOPLE.

2. In the Search Criteria tab, click Clear.

3. Under Person Search Fields, find Stage and select Prospect from the dropdown menu.

4. Click Search.

Part 2: Organize the Grid

1. On the Search Results tab, find your records by filtering for your Greek name on the Last Name, First Name column.

   a. Click the Grid Settings menu . Within the menu, select Filter, Contains, then enter the text to reflect [Greek]- with no space between your Greek and the dash.

2. Add additional columns.

   a. Click the Grid Settings menu on any column. Within the menu, select Columns, then enter text in the Search Columns textbox to locate the field.

   b. Using the Search Columns textbox, add the columns Prospect Program Degree to the Grid, if not already showing.

   c. Click Save within the menu. The new column appears in the grid to the right.

3. Select Filter, Contains, and enter LLM to filter within the Grid Settings Menu.

4. Click Filter. You should have between five and seven people in your results.

Part 3: Edit the Prospect Program Information

1. Select check boxes for the LLM prospects with your Greek letter in the grid.

2. Click Actions.

3. Click Edit.

4. Select Make individual edits to each selection.

5. Click Continue.

6. In the Search available lookup textbox, enter in the name prefer.

7. Select the field Preferred Name found in the Person (Update) section by clicking on the checkbox.

8. Click Add.

9. Click Continue.

10. Update the Preferred Name field for each person, using any preferred name you like. You can either click the hyperlinked person’s name to focus on the individual record or place your cursor in the cell within the grid to edit the name.

11. Click Submit.

12. Verify your changes.

13. Click Confirm. The checkmark in the circle in a green bar appears, stating your changes have been saved.

14. Click X to close.

15. Click Yes.

16. Remain on the Search Results tab and leave the people on the grid.

Part 4: Verify the Prospect Information

1. Add the column Preferred Name if it is not in your grid.

   a. Do this by clicking the Grid Settings menu on any column. Select Columns.

   b. To find the column quickly, enter text in the Search Columns textbox to locate the field – such as pref.

   c. Click the checkbox next to the column name and click Save in the menu and return to the grid.

2. Notice this column shows the data you entered.