Bulk Modify Customer Records
The Bulk Modify tool allows changing or updating specific information within each individual customer record from Customer Search results all at once.
The following list of customer record data points can be changed using the Bulk Modify tool:
| Add Note | Bulk update customer records with an account or personal note |
| Add/Remove Tags | Bulk add or remove customer tags |
| Assign Account Manager | Bulk assign an Account Manager |
| Assign Customer Source | Bulk add or remove customer tags |
| Assign Customer Type | Bulk change the Customer Type |
| Assign Allocation Tier | Bulk change the Allocation tier |
| Change Active Status | Bulk change the customer's status to active or inactive |
Note: To Bulk Modify customer records by adding Customer Tags, be sure to go to Customer > Tags and create the tags to use, before beginning the steps below.
How To Bulk Modify
- From Customer Search results, Select Action > Bulk Modify.
- Select the desired customer attribute to bulk update
- Add a note to describe the change. (Notes are automatically date and time stamped with the username too.)
- Click Bulk Modify Records to apply the updates to each customer account.
Notes:
- All Bulk Modify options require an account note with the exception of adding/removing tags.
- Use Caution: Bulk modifying customer records can be destructive to your database if a mistake is made.
- A Note helps track major database changes to provide a failsafe incase the update needs to be undone.