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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / How to edit Salesperso...
Microsoft Dynamics NAV (Archived)

How to edit Salesperson Code for ALL/MULTIPLE customers in RTC

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Posted on by Amit Arora 415

How to edit Salesperson Code for ALL/MULTIPLE customers, from Customers list in RTC

I export the customer list to EXCEL including columns CustomerNo and SalespersonCode. I thought I would update data in excel and import back. However the PASTE ROWS command doesn't work on customers list. Please help.

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  • Suggested answer
    keoma Profile Picture
    keoma 32,675 on at
    RE: How to edit Salesperson Code for ALL/MULTIPLE customers in RTC

    did you select the "Home/Manage" entry on the right list? if you select it, the add button should be active.

  • Suggested answer
    Suresh Kulla Profile Picture
    Suresh Kulla 44,585 on at
    RE: How to edit Salesperson Code for ALL/MULTIPLE customers in RTC

    As i mentioned earlier please use the universal xmlport tool to update the records.

  • Suggested answer
    keoma Profile Picture
    keoma 32,675 on at
    RE: How to edit Salesperson Code for ALL/MULTIPLE customers in RTC

    then check out the "rapid services".

  • Amit Arora Profile Picture
    Amit Arora 415 on at
    RE: How to edit Salesperson Code for ALL/MULTIPLE customers in RTC

    Jonathan, I checked it all.

    • Source Table (Customer) properties "Editable" and "PasteIsValid", were both already set as true
    • the page (Customer list) repeater's property ShowAsTree was  already set as true
    • the page (Customer list) property "editable" wasn't true so i changed it

    Still "Paste rows" not working.

    when I try to customize page by trying add action Home/Manage/"Edit List", add button shows disabled and won't let me add this action

  • Amit Arora Profile Picture
    Amit Arora 415 on at
    RE: How to edit Salesperson Code for ALL/MULTIPLE customers in RTC

    Hi Sanjeet, I want to act a user, not a developer. I don't understand dataport/xmlport, rather i want to do it as a user of RTC. There should be a way for a normal user to update records in bulk?

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to edit Salesperson Code for ALL/MULTIPLE customers in RTC

    You can use below trick to update the customers.

    Open the table and choose the required filed of table as exist in your excel sheet in same sequence. After theat try to past it. It will work.

    Note-: field's sequence of table and excel sheet should be same.

  • Suggested answer
    sanjeet Profile Picture
    sanjeet 2,205 on at
    RE: How to edit Salesperson Code for ALL/MULTIPLE customers in RTC

    can you Try Datport/xmlport in csv format.? To update your customer list.

  • Suggested answer
    keoma Profile Picture
    keoma 32,675 on at
    RE: How to edit Salesperson Code for ALL/MULTIPLE customers in RTC

    the "paste rows" is like in many cases and also in that case disabled by default (NAV standard). customer export, change and re-import should work using the rapid services.

    "paste rows" is disabled, if

    * in the source table of the page property PasteIsValid is set to false

    * the page repeater's property ShowAsTree is true

    * page property Editable is set to no

    additional you need the edit mode of the page to get the activated "paste rows" command. to get that, click on the ribbon button (top/left corner on the page) and select customize/customize this page ... there add action Home/Manage/"Edit List" from the available list to the displayed action list (menu  Home/Manage).

  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 60,153 Super User 2025 Season 1 on at
    RE: How to edit Salesperson Code for ALL/MULTIPLE customers in RTC

    can it be because Customer List is not editable?

    Create a new editable page with only Customer No. and Salesprson Code and try the same PASTE ROWS command.

  • Amit Arora Profile Picture
    Amit Arora 415 on at
    RE: How to edit Salesperson Code for ALL/MULTIPLE customers in RTC

    why doesn't a simple excel export-edit-update work in this case?

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