How to Create a Report or List across Two Modules that allows for Mass Updating?
I'm trying to pull a list or report of all Contacts who meet a specific criteria from the Accounts module. I then want to mass update a Contact field for those Contacts in bulk.
Basically, I want to find all Contacts who meet Contact Criteria 1 whose Accounts meet Account Criteria 1.
Then when I find them, I want to update all of the Contacts records in bulk.
I found how to view those records with a Report, but I can't mass edit them.