{"id":9867,"date":"2019-09-14T17:06:52","date_gmt":"2019-09-14T17:06:52","guid":{"rendered":"https:\/\/margill.com\/?p=9867"},"modified":"2025-10-10T10:01:14","modified_gmt":"2025-10-10T14:01:14","slug":"mass-data-entry-global-database-changes-adding-new-data-in-the-database-in-bulk-mass-database-changes-in-margill-loan-manager","status":"publish","type":"post","link":"https:\/\/margill.com\/en\/mass-data-entry-global-database-changes-adding-new-data-in-the-database-in-bulk-mass-database-changes-in-margill-loan-manager\/","title":{"rendered":"Mass data entry \/ Global database changes \/ Adding new data in the database in bulk \/ Mass database changes in Margill Loan Manager"},"content":{"rendered":"

Q:\u00a0\u00a0We have added some custom fields for additional loan information.\u00a0 Is there a way we can mass import only those specific custom fields in Loan Manager?<\/strong><\/p>\n

A: Yes you can mass import data into Margill Loan Manager. This is with what we call “Global changes”.<\/strong><\/p>\n

This can be done for the loan, mortgage, line of credit, lease, etc. (the Record) or for the Borrower.<\/p>\n

For adding new information or changing data in many Records at once, sort these in the Main window, choose the desired Records, highlight these and right click with the mouse. Choose Global changes:<\/p>\n

\"\"<\/p>\n

This window will appear showing the various fields that can be changed.<\/p>\n

There are over 30 fields that can be changed plus all Custom fields.<\/p>\n

Select the field you wish to add data to (or change data) and press on Refresh. You can only add data to one field at a time.<\/p>\n

\"\"<\/p>\n

Your can then highlight the Records and with the right mouse click add\/change the data in bulk. Case being, you will see existing data and can replace these or not.\u00a0Use the Ctrl or Shift key and mouse to pick and choose the desired lines.<\/p>\n

Below is the option when a scroll menu exists for the Custom field. If the field was a Text field for example, you would simply enter any text (no menu).<\/p>\n

\"\"<\/p>\n

If the data is never the same, for example, adding the date of birth for Borrowers, you can add the data line by line.<\/p>\n

\"\"<\/p>\n

Once the data is entered or changed, press on Save (bottom right). The changes will be made.<\/p>\n

Adding data via spreadsheet (Sorry not yet… but coming soon):<\/strong><\/p>\n