Scenario The user wants to update the email preferences of several customers to PDF in bulk. Solution Navigate to Lists > Mass Update > Mass Updates Drill down General Updates Click Customer Title of Action: Enter title Click CriteriaNote: Add criteria to your preferencesIf we want to update only the Customer and need not consider the Leads or Prospects then use the criteria “Stage”… Continue reading Mass Update of Customer Records to Set the Email Preference to PDF
Tag: mass update
Mass Updates for Variance Accounts
Use the following procedure to mass update variance accounts. To update the variance accounts on records using mass update: Go to Lists > Mass Update > Mass Updates. Click General Updates. Click a mass update link. Set any necessary criteria. Click the Mass Update Fields subtab. Click Perform Update. Click Preview. Records are updated according to the settings you have… Continue reading Mass Updates for Variance Accounts
Mass updating of content type in e-documents template.
Goto lists>>mass update>>mass updates >>select action>>general updates>>edocument templates. >>select the criteria. >>select the result(columns) you want to display. >click on mass updates >>check the field you want to mass update.(content type) >>give the value that you want to update. >>click on perform update. >>save.
Transaction Mass Update: No Search Results Match Your Criteria when using criteria from saved search
Scenario The user would like to perform a mass update for Sales Transactions and has used a transaction saved search’s criteria to filter the records to be updated. However, when previewing results, no records are found. When running the saved search, there should be a number of records returned Solution To check: To resolve the… Continue reading Transaction Mass Update: No Search Results Match Your Criteria when using criteria from saved search
No Search Results Match the Criteria on Mass Update when using criteria from saved search.
User would like to perform mass update for Sales Transactions and has used a transaction saved search’s criteria to filter the records to be updated. However, when previewing results, no records are found. When running the saved search, there should be a number of records returned To resolve the problem, Main Line must be set to True. Mass… Continue reading No Search Results Match the Criteria on Mass Update when using criteria from saved search.
Sending Transaction Email in Bulk using mass update
Bulk emailing action using mass update
Mass Update Script to remove the Payment Method from SO
Jira Code : BGGN-304 Description The Mass update script will remove the payment method from the Sales order under some conditions. Solution
Mass Update of line level fields
Mass Update of line level fields
Entering Formulas for a Mass Update
For mass updates that are General updates, you can update multiple fields per record. You select the fields to be updated on the Mass Update Fields subtab of the mass update page, by checking the Apply box. For each selected field, you can enter a static value to use for updating the field in all… Continue reading Entering Formulas for a Mass Update
Mass update for all historical transaction records for edit and save (performing user event).
Performing a mass update script to edit and save all historical transaction records.