Updating Salesperson ID's for Multiple Customers

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Posted on by Alewis1115

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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Mick Egan 3,561 on at

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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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