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Transfer data from one user to another?


1 comment

  • Leeana Ramos
    Cristina commented  ·  May 30, 2019 10:59 AM

    Hi Nelson,

    Thank you for reaching out! The way to accomplish this will depend on the way your data is set up. If you are changing the value of a relationship field and are looking to do that in bulk, you can use the quick filter feature as well as the bulk update feature to quickly reassign records to a different parent record. For your reference, I have provided a couple of links to our Knowledge Base with information about quick filtering and updating records in bulk.

    How to Use Quick Filters
    How to Bulk Edit/Delete Records

    If you would like for a member of our Support Team to take a look at your account and provide a more detailed response, please send the details of your request to

    We look forward to hearing from you!




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