You may sometimes need to correct, complete, or update relational data after it has been imported or created. In this article, you will learn how to locate records in a relational table and modify their values directly in Dialog Insight.
Step 1: Search the Data to Modify
Start by going to Audience -> Contacts, then click Search in a relational data table.
Then, select the relational table to modify:
Indicate the search criteria and click Search:
| Tip: You can click Save to reuse the same criteria later. Next time, you can select Saved searches as a criterion showing a dropdown list. |
Step 2: Modify the Data
In the search results, select the records to update by clicking on each record you want to modify (except if you want to update all the records). The select lines are then highlighted in blue. Click Multiple updates:
| You could also create a new record by clicking Create record. |
Select the field to update and its new value:
Les champs de projet ne peuvent pas être modifiés ici. Voir modifier les données de contact.