Mass updating company records
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Mass updating company records
 
What you should know before you do a mass update
Performing a mass update
There may be times when you have multiple company records that require updates to the same values in the same fields. For example, this might be needed when you hire a CSR and want to re-assign some company accounts to that person. Another situation that affects multiple company records is when your business opens a new booking terminal and responsibilities for company accounts in that territory must be assigned to the new terminal.
Instead of making such changes on a company by company basis, you can save time by performing a mass update on the Update Companies Utility window, shown here:
The window consists of four panes. The numbers in this table correspond to the numbers in the illustration.
1
Search tab pane: With the exception of the Summary tab, each tab displays restriction fields. The system uses your entries in those fields to retrieve a list of companies that match your search criteria. The Summary tab displays a complete list of all of the restrictions you entered in all tabs.
2
Search Results pane: The pane lists company records that match the restrictions you entered in the Search tabs pane in the upper left.
3
In the Search Results pane, an Include check box is shown to the far left of each row. You select the box for each company record that you want to update. As soon as you do this, the record is added to the Pending Companies to Change list to the right (#5 in the illustration).
4
Mass Update Parameters pane: In this pane, you enter the values that will be updated for all of the companies that you selected in the Search Results area. Each entry you make is highlighted in yellow. You use the Update button to trigger the mass update process.
5
Pending Companies to Change pane: This pane lists the companies you selected in the Search Results pane. The values you enter in the Mass Update Parameters pane will be written to the profiles of the companies in the Pending Companies to Change list.