Replace phrase

Replace Phrase allows you to change the wording in a Title or Notes field to a new spelling or phrase.

This function is especially useful when you want to change a particular word or phrase that occurs in many record titles and/or notes fields.

With this function you can replace a word, phrases or portions of a word.

You can tag multiple records and modify text values that occur within all of them.

  1. Search for the record whose title or notes text you want to modify
  2. Right-click the record and select Administrative Tools - Replace Phrase.

    The Replace Phrase dialogue box appears with the free text component of the record's title in the Search For field.

    • Search For - type in the text you want to be replaced
    • Replace With - type in the text you want to replace it with
    • Case Sensitive Search - select to make the search case sensitive.

      For example, when you search for the word Administration and this option is selected, then administration and ADMINISTRATION will be ignored.

    • Preserve Case of the text being replaced - you can choose to retain the case of the original word or phrase or get Content Manager to preserve the case of the new word or phrase

      NOTE: If your new phrase has mixed upper and lower case and you select the preserve case option, Content Manager will set all words in the phrase to first letter upper case and all other letters lower case.

    • Match Whole Words Only - set the search to only find text exactly matching the text in the Search For field
    • Search in Record Titles - set the search to only find text in the selected record's Title field
    • Search in Record Notes - set the search to only find text in the selected record's Notes field
  3. Once you have entered your text and selected the options you want to apply, click OK to start the replace process.