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From anywhere in IntelliDealer, navigate to Financial Management > Accounts Receivable > Customer Profile tab.
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Click Mass Update.
The Selection Criteria tab appears. -
Click the Click here to add selection criteria link.
The Selection Criteria screen appears. -
Enter a Field or click the Search
icon to search for and select a criteria. -
Select an Operator from the drop down list.
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Enter a Value or click on the Search
icon to search for and select a value from the Allowable Values screen. -
(OPTIONAL) Click the checkbox to select or Spaces. This causes IntelliDealer to search only for values that are blank. Selecting this checkbox ignores any entered value and only searches for blanks.
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(OPTIONAL) click on the More
icon to add more values. -
Click one of these buttons:
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Save—to save your selection criteria and remain on the Selection Criteria screen.
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Save/Exit—to save your selection criteria and return to the Selection Criteria tab.
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Close—to exit without saving.
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On the Selection Criteria tab, click on the Update tab.
The Update Criteria tab appears. -
Click the Click here to add field to update link.
The Update Criteria screen appears. -
Enter a Field code or click the Search
icon to search for and select a Field. -
Enter a New Value or click the Search
icon to search for and select a New Value. -
(OPTIONAL) select to Blanks by clicking on the checkbox.
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Click one of these buttons:
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Save—to save your update criteria and remain on the Update Criteria screen.
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Save/Exit—to save your update criteria and return to the Update Criteria tab.
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Close—to exit without saving.
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To run the selected group file update, click Run Update.
A Confirmation screen appears telling you how many customers will be updated by the group file update.
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Click the Continueto update the customers or click Cancel to stop the procedure.
The Customer Profile Listing Screen
