Resetting fields after you enter values
The Update Companies Utility window is a time saver, but an incorrect update to many records can cause widespread problems that are not easy to fix.
You use the Mass Update Parameters pane to record the values that you want updated for all of the company records you have selected. Before you do a mass update, be sure that all values are set correctly.
When you first access the window, all fields in the Mass Update Pane are blank. Note that the Update button cannot be selected.
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When you enter values in the Mass Update Parameters pane, the Update button is enabled, and all selected settings are highlighted in yellow.
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Warning: If you change your mind about any of the values you have entered, you cannot reset them manually. To set the values back to blank, you must use the Clear buttons next to each field or the Clear All button.
For example, suppose you realize that two of the three values shown in the previous illustration are wrong. However, in the drop-down lists for those fields, a blank is not an option. If you attempt to reset the fields by changing them to UNKNOWN, records will be updated incorrectly. It is important to remember that UNKNOWN is not the same as a blank. UNKNOWN is a valid option, which is why the yellow highlighting remains.
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If you continue with the update, you will indavertently reset the RevType1 and CRM Type values for all selected companies to a value of UNKNOWN.
To avoid a mass update problem, do the following to reset fields to blank:
• To reset a single field, click
Clear to the right of the field
. • To reset all fields, click Clear All located to the left of the Update button.
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