Hi all, we have a Business Account attribute CSREP (combo dropdown for customer service representative). We have former employees assigned to hundreds of business accounts that would have to be changed by hand, manually. Is there an easy way to do a mass change of CSREP from say “John Doe” to “Susan Smith”? Thank you!
Answer
Mass change Business Account attribute
Best answer by Kandy Beatty
HI
You could do an import scenario to change just that attribute, put in the new correct owner:
+17HI
You could do an import scenario to change just that attribute, put in the new correct owner:
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
HI
You could do an import scenario to change just that attribute, put in the new correct owner:
Ahhh, didn’t know that was possible… so do an export of John Doe’s business accounts, and then re-import assigning to new CSREP?
+17HI
Yes, that is what I would do. You can import to any field on the screen, even user defined fields.
HI
Yes, that is what I would do. You can import to any field on the screen, even user defined fields.
You are a rockstar Kandy, thank you!
HI
Yes, that is what I would do. You can import to any field on the screen, even user defined fields.
One last question Kandy, can these import scenarios be processed with active users online? Or are import scenarios after hours only?
+17HI
Yes, that is what I would do. You can import to any field on the screen, even user defined fields.
One last question Kandy, can these import scenarios be processed with active users online? Or are import scenarios after hours only?
Thank you!
They can be processed at any time. The only thing I would be cautious about is how many records you have to change and how long the process may take. If you have a lot of records, I would suggest running it after hours when no one is online. However, if it’s just a few hundred, it won’t hurt to run at any time.
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
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