How To: Block Change Selected Items in the Customer Screen

Block Change is an Advanced User feature that allows you to apply the same update to multiple customer records at the same time.
This can save time when making changes across a group of customers, such as updating classifications, payment settings, or other shared information.

Before You Begin

Before using Block Change, identify the customer records you want to update and ensure you understand which fields will be affected.
Important: Changes made through Block Change can update multiple records at once and cannot be selectively reversed.

Apply a Block Change to Multiple Customers

  1. Open a Customer screen (show me how).
  2. In the customer list grid, locate and green-select all customer records you want to update.
  3. Open the Block Change function using one of the following methods:
    • Press F9 to open the Other Actions menu, or click the drop-down arrow immediately to the right of the green circle with a white cross icon on the button bar. Then select Block Change Selected Items.
    or
    • Click the Block Change Selected Items button on the toolbar.
  4. The Update Selected Items Dialog will open.
  5. For each field you want to update, change the corresponding traffic light from red to green.
  6. Enter or select the new value for each enabled option.
  7. Click OK.
  8. When the confirmation message appears, click Yes to apply the changes.
Note: Additional confirmation windows may appear depending on the type of change being made.

Additional Information

Change Initial Capitals

The Change Initial Capitals option updates all applicable fields listed in the Update Selected Items Dialog.
There is no option to choose individual fields when using this function. All supported fields will be updated so that words begin with capital letters where appropriate.

Changing Company Class

When updating the Company Class, only the Classification field is changed.
The following settings are not updated:
  • Credit Limit
  • Pay Type
  • Calc Method

Tips

  • Double-check your selected records before applying a Block Change.
  • Only enable the fields you intend to update by switching their traffic lights to green.
  • Review any confirmation messages carefully before proceeding.


See Also


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