View source for How To: Add UDAs to customer records en masse

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{{kc|22-02}}
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User Defined Attributes can be changed for groups of customers updating their customer record with the new information. 

# {{ActionOpenCU}}
# Filter for the customers you wish to update.
# Green select the customers.
# Right click and select <code>Update Selected Companies' UDAs</code> from the context menu.
# Focus on the required UDA in the grid.
# Make the selection from the options on the right.<br />'''Note''': the options available will depend on the UDA choices defined against the UDA. e.g. a <code>List</code> will have multiple checkboxes and a <code>Choice</code> will feature a dropdown with exclusive options.
# Click on OK.<br />'''Note''': If a UDA filter has been applied prior to changes being made, the screen will need to be refreshed or reloaded for the changes to be visible.

{{seealso |
*[[Customer and Supplier Screen|Customer/Supplier Screen screen]] |
*[[How To: Customer and Supplier|Customer/Supplier "How Tos"]] }}

[[Category:Customer|{{BASEPAGENAME}}]]
[[Category:Supplier|{{BASEPAGENAME}}]]
[[Category:Customer Services|{{BASEPAGENAME}}]]
[[Category:How Tos|{{BASEPAGENAME}}]]