How To: Block Update the Customer Mailing Flag

Block Change is an Advanced User feature.

You can block update the mailing flag against customer records. The Mailing Flag needs to be setup in System Data beforehand, see [ System Data | Data Protection ].

  1. Open a Customer screen (show me how).
  2. In the List screen's grid find and green-select all the records you wish to block change.
  3. Either:
    1. Display the drop-down 'Other Actions' menu either by pressing F9 or clicking the down arrow immediately to the right of the  green circle with a white cross icon at the top of the button bar. Then select Block Change Selected Items or;
    2. Click on the The 'Block Change Selected Items...' button button.
  4. The Update Selected Items Dialog will be displayed.
  5. Click on the Mailing Flag dropdown list and select the option you want to update the selected customers with.
  6. Change the traffic light from red Red Traffic Light Filter to green Green Traffic Light Filter adjacent to the option/s you wish to update.
  7. Change the option as required.
  8. Click on 'OK'.
  9. Click 'Yes' in the Confirm popup.
    Note: there maybe further popups depending on the change being made.

See Also

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