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Microsoft Dynamics GP (Archived)

Updating Salesperson ID's for Multiple Customers

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We need to update our customer cards with new salesperson ID's but it's not just one salesperson ID and there isn't just one customer class for the customers. 

I know that I can't use the salesperson modifier because of this but is there another way that I could do a mass change so that we don't have to go into each individual customer card? 

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  • Suggested answer
    Mick Egan Profile Picture
    Mick Egan 3,557 on at
    RE: Updating Salesperson ID's for Multiple Customers

    If you have Integration Manager, you could change the Salesperson ID's using this method, just ensure you set the "Destination Edit Mode" to "update Only".

    Another option would be to use the mail merger macro, which there are plenty of articles of how to run this process.

    Mick

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