Updating all the accounts

[Anders]

Hi.
We are currently evaluating Interlink, and thus we need to update a lot of our acounts/clients with new type and status.
Is there an easy way of doing this all at once?
Doing it in CommitCRM makes us change one account at a time. We have nearly 2000.
Can it be done directly in the database, or should we export all the accounts to excel, change the data, then import from excel? Would this create duplicate records?

Thanks

Anders

[Support Team]

Re: Updating all the accounts

I'm not sure exactly what updates are required but in most cases the Accounts' Batch Update feature lets you update a group of Accounts at once (even All Accounts).

This option updates all the Accounts displayed in the Accounts list at that time.

For best results, make sure to follow these steps:

1. Backup your RangerMSP database.
2. Filter the Accounts list to show only the ones you want to update.
3. Go to the Accounts menu > Tools > Batch Update…
In the window which opens you can choose which fields to update and set the new value for these fields.

Note: Only fields which have the batch-update option enabled can be used with this option.

Hope this helps.
Dina

[Anders]

Re: Updating all the accounts

Worked like a charm :)
Thanks for your help.

Anders