-
Open the Mass Customer Update Utility.
-
Select the customer to use as the source. The source customer is
the record that is manipulated. If the target customer value is populated,
then the information from the source, including newly entered/changed
data, is copied to the range of customers specified.
-
Click Load Source Data to populate
the Source Customer Data fields.
-
Select the range of customers to which you want to copy information.
-
Click Refresh to populate the Target
Customers grid with a record for each customer in the range you selected.
-
Optionally, specify a partial name or phrase in the Name
Like field to populate the grid instead of selecting a range
of customers.
-
In the grid, select the records to which you want to copy information,
or click Select All to copy to all of
the records.
-
Optionally, make changes to the source customer records.
Note: If the update check box is not selected, any changes to the specific source
data are not saved upon processing.
-
Click Process to commit changes and
copy the source values to the target customer.
This utility combines multiple maintenance forms into one. This table
shows the grids provided and the correlating maintenance form each represents:
| Grid Name |
Form |
| Update Ship Tos |
Customer Ship-Tos |
| Update SRO Labor Rate(s) |
Service Order Labor
Rates |
| Update SRO Misc Rate(s) |
Miscellaneous Codes |
| Update Item Pricing |
Item Pricing |
| Update Customer Contact(s) |
Customer Contacts |
| Update Customer/SRO Type(s) |
Customer/SRO Types |