The Find & Replace feature allows you to efficiently search for and replace specific information across both event budgets and complete budgets.
This tool is invaluable for planners who need to quickly modify multiple items without manually editing each one.
You can easily trigger the Find & Replace tool in two ways:
By using the keyboard shortcut CMD + F (Mac) or CTRL + F (Windows) to open the search tool directly.
Or via the three dots menu, then selecting the
Find & Replaceoption
How to use Find & Replace
Click on the three dots menu located at the top-right corner
Find & ReplaceOr use the shortcut CMD + F (Mac) or CTRL + F (Windows) to bring up the search bar
In the Find field, enter the expression you search for and select if it is a entry in
DescriptionorVendorattribute
Choose to Replace
Search for replacing value and
Any text when replacing
DescriptionAlready existing
Vendorwhen replacing vendors
You can either:
Replace All: Replace all instances globally with one click
Replace: Choose each item to replace one by one
Changes are applied in real-time, allowing you to see updates instantly.