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. |