Introduction

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.

Menu path

• Go to Customers/Reports/Accounts/Search, define the search criteria, and then click Show. In the results page, click Marketing.
• Go to Customers/Reports/Accounts/Debtor code – Missing, define the search criteria, and then click Show. In the results page, click Marketing.
• Go to Customers/Reports/Accounts/Incompatibilities, define the search criteria, and then click Show. In the results page, click Marketing.
• Go to Customers/Reports/Prospects/Incompatibilities, define the search criteria, and then click Show. In the results page, click Marketing.

Roles & rights

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.

Button

Save

Click this to save the details of the customer.

Reset

Click this to clear the defined search criteria.

Close

Click this to exit.

Description

Account: Total section

Division

Type or select the division code for the selected account(s). For more information on divisions, see Overview of Divisions.

Sector

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.

Subsector

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.

Classification

Type or select the classification of the account(s). For more information on classifications, see Overview of Classifications.

Size

Select the size of the account(s). For more information on account sizes, see Overview of Sizes.

Parent account

Type or select the parent account for the account(s). A parent account is the holding company.

Reseller

Type or select the reseller for the account(s).

Account manager

Type or select the manager of the account(s).

Assign: Project

Type or select a project to be assigned to the account(s).

Country

Select a country for the account(s).

State

Select a state for the account(s).

Invoice: Account

Type or select an account to be invoiced.

Phone queue

Type a phone number for the account(s).

Security level

Type a security level for the account(s).

Account: Free fields section

Additional revenue

Type an additional revenue amount for the account(s).

Receive mail

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.

Contact section

Contact

Select the type of contact for the account(s). You can select any of the following:

• Main — Select this if the contact person is the main contact person for the account. By default, this is selected.
• Selected — Select this if the contact person is the selected contact person for the account.
• All — Select this if all the contacts are the contact person for the account.

Title

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.

Initials

Type an initial for the contact person of the account(s). You can type up to 10 alphanumeric characters.

First name

Type the first name of the contact person for the account(s).

Middle name

Type the middle name of the contact person for the account(s).

Last name

Type the last name of the contact person for the account(s).

Job description

Type the job description of the contact person for the account(s).

Job title

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.

E-mail

Type the e-mail address of the contact person for the account(s).

Phone

Type the phone number of the contact person for the account(s).

Extension

Type the phone extension number of the contact person for the account(s).

Mobile

Type the mobile phone number of the contact person for the account(s).

Fax

Type the fax number of the contact person for the account(s).

Language

Type or select a language for the contact of the account(s).

Account manager

Type or select the account manager for the account(s).

Contact: Free fields section

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.

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