Massive Updates to Customer Files
Last updated
Was this helpful?
Last updated
Was this helpful?
In this section, you will be guided through the process of conducting massive updates to customer files efficiently. This feature enables modifications across various sections of customer files for all clients within your system simultaneously.
However, it's imperative to exercise caution while utilizing this tool due to its considerable impact as these changes are irreversible.
Click the tabs below based on the version of the Wise Option software you need instructions on.
For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.
<Video Coming Soon>
From Wise Option Home Screen > Tools > Data > Massive Update Management > Customer Massive Update.
A list of customers will populate on the screen.
This list can be organized by creating and selecting certain queries (top right) just like on the Customer File List. (ex. active only, customers with a certain billing option selected, etc)
Under 'Update', select the field on the Customer File that you would like to update.
Under 'To', select the option that you would like the field to be updated to.
EXAMPLE 1: Updating Customer's Billing Option to Charge APR (Checked)
b. EXAMPLE 2: Updating Customer's Billing Option to CC Partial Payments (Checked)
From the customer list created, check the boxes for the customers that you want updated. By checking the box on the column title line, you will check all boxes in this list.
When you are finished with your selections, click the save button (disk icon).
There will be two prompts asking for confirmation of this change as this can NOT be reversed after.
It is recommended to then check a couple of customers to make sure the change was made appropriately.
