Bulk changes
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Settings → Bulk changes
Clearing many cells at once, or deleting many records, can destroy a lot of work with one key press. This page decides how careful that has to be.
Two separate things:
- whether pasting into or clearing several cells asks you to confirm
- who may clear more than one cell, or delete more than one record, at a time
Owners and admins set this for the firm, and can override it for one person. Everybody sees a For you section.
Copying and pasting is never blocked. Only the confirmation applies to it.
What counts as bulk
| Action | Asks first | Can be blocked |
|---|---|---|
| Editing, pasting into or clearing one cell | no | no |
| Pasting values into more than one cell | yes, unless you turned the question off | no |
| Pasting blank cells over more than one filled cell | yes, unless turned off | yes — it empties them, so it counts as clearing |
| Clearing more than one cell with Delete or Backspace | yes, unless turned off | yes |
| Delete selected on more than one record | always | yes |
| Delete selected on one record | always | no |
| Undoing your own paste or clear | no | no |
Two useful details:
- Unticking several checkboxes is not clearing. An unticked box still holds a value.
- On a list, Remove from list is never blocked, because it takes records off the list without deleting them. Clearing several cells on a list can be.
When you are blocked
Nothing changes, and a message says so — Nothing was cleared, Nothing was pasted or Nothing was deleted — explaining that your firm only allows owners and admins to do this.
Do them one at a time instead, or ask an owner or admin.
What to set
The confirmation is worth leaving on for most people. It costs a key press and prevents the paste that silently blanked forty cells.
The restriction is the bigger decision. Blocking bulk clearing and deleting for analysts is a reasonable default in a firm where the CRM is the system of record — the cost is some friction during data cleanup, and the benefit is that an accidental multi-row delete cannot happen at all.
The per-person override exists so you can lift it temporarily for whoever is doing a tidy-up, rather than loosening it for everybody permanently.