There are instances when you want to update the details of a few customers at once rather than update their details one-by-one. The following screen allows you to update the details of the customers and the contact person of the customers in batches.
To update customer details in batches, function rights 200 – Allows to export account data from search results and 275 – Allows batch updates of accounts are required. Users with the Marketing manager role have these function rights.
For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.
Click this to save the details of the customer.
Click this to clear the defined search criteria.
Click this to exit.
Type or select the division code for the selected account(s). For more information on divisions, see Overview of Divisions.
Select the sector that the account(s) belongs to. This sector refers to the type of market an organization operates in such as manufacturing, retail, and others. For more information on sectors, see Overview of Sectors.
Type or select the subsector that the account(s) belongs to. This is used to further define the sector that the account(s) belongs to. For more information on subsectors, see Overview of Subsectors.
Type or select the classification of the account(s). For more information on classifications, see Overview of Classifications.
Select the size of the account(s). For more information on account sizes, see Overview of Sizes.
Type or select the parent account for the account(s). A parent account is the holding company.
Type or select the reseller for the account(s).
Type or select the manager of the account(s).
Type or select a project to be assigned to the account(s).
Select a country for the account(s).
Select a state for the account(s).
Type or select an account to be invoiced.
Type a phone number for the account(s).
Type a security level for the account(s).
Type an additional revenue amount for the account(s).
Select Yes if the account(s) wants to receive e-mails, No if the account(s) do not want to receive e-mails, or Maybe if you are not sure if the account(s) want to receive e-mails.
Select the type of contact for the account(s). You can select any of the following:
Type or select a title for the contact person of the account(s). For more information on how to create and modify titles, see Overview of Titles.
Type an initial for the contact person of the account(s). You can type up to 10 alphanumeric characters.
Type the first name of the contact person for the account(s).
Type the middle name of the contact person for the account(s).
Type the last name of the contact person for the account(s).
Type the job description of the contact person for the account(s).
Type or select the job title of the contact person for the account(s). For more information on how to create and modify job titles, see Creating and Modifying Job Titles for Contacts.
Type the e-mail address of the contact person for the account(s).
Type the phone number of the contact person for the account(s).
Type the phone extension number of the contact person for the account(s).
Type the mobile phone number of the contact person for the account(s).
Type the fax number of the contact person for the account(s).
Type or select a language for the contact of the account(s).
Type or select the account manager for the account(s).
This section displays extra fields which have been defined for the contact person. For more information on how to define extra fields, see Overview of Free Fields for Accounts, Contacts, and Addresses.