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Tuesday, November 26, 2024
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11/26/2024 4:25:41 AM
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Thread: How can I update multiple accounts all at once?
Andrew Fink
Posts: 41
How can I update multiple accounts all at once?
Posted: 03 Mar 10 7:52 AM
I imported 2000 accounts from another company's database now I have 2000 accounts that have an "Unknown Owner" is there a way I can update these all at once?
Thanks,
Andrew
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Marcus
Posts: 6
Re: How can I update multiple accounts all at once?
Posted: 04 Mar 10 2:17 AM
Hi Andrew,
"realign territories" from the "SLX Administrator" is the right tool to do that!
simply build a new account-group in slx, then use this group to determine which accounts do you want to re-align to a new owner! (" ...based on custom group ...")
works pretty good, maybe a little bit slowly due to "SLX DB Provider" (update directly in the database would be faster, but should not be done due to syncing to remotes etc.); you should test this first in a db-copy of your SLX-DB
Marcus
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Andrew Fink
Posts: 41
Re: How can I update multiple accounts all at once?
Posted: 04 Mar 10 9:19 AM
That worked great. Thanks Marcus!
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