If you have to replace someone from multiple offices across many entities, you can use the bulk or mass edit tool located in a person's People record.

Navigate to the People tab and then click on the person's record that you want to replace. Then select the Interests section where you will find a list of all that person's Principal positions held.

When you select one or more of the person's appointments, the yellow tool bar will pop-up. Select the three dots next to Apply and select Replace.

Once you have selected Replace another window will pop-up asking who will be replacing them. You can choose who will be replacing them in the Incoming Profile Field and note them as Incoming. Then select Outgoing for the principal that is being replaced.

Next you can move down to the Address tab and pick the corresponding address for the incoming principal.

Lastly, you can review the Incoming Profile and Outgoing Profile to ensure the correct data has been inputted. Once confirmed you can click Create and that will make the change across all the selected entities.

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