How to Mass Update existing Accounts

We can mass update information on existing accounts as long as the information that is being changed will all have the same value.  For example, we want to assign a value of Individual to the User Defined Field of Account Type to a group of constituent accounts. 
  1. Click Management
  2. Click Mass Update 
  3. Click  Update Existing Accounts on the left side 
  4. Choose the Query Category and Query that has been created 
  5. Mark the button to Assign or Remove
  6. Complete only the field to be updated
  7. Click Next to Preview. Confirm the number of accounts to be updated is the same number of accounts within your query 
  8. Click Next to Run 
  9. Click Ok to the Continue message, after you have read the message 

Environment

 eTapestry

Was this article helpful?


Thanks for your feedback! Did this solve your issue?

Comments (optional):


Thanks for your feedback!
We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.
We’re sorry to hear that. Please tell us why.

 I don't like how this works.

 The answer is confusing.

 The answer didn't match what I was searching for.

Additional Comments (optional):


Thanks for your feedback! If you need assistance, click Chat with Support below.
Thanks for your feedback. Help us make our products even better by sharing details in our Idea Banks or our online Community.
Thanks for letting us know. We'll work on clarifying the information in the article. If you need assistance, click Chat with Support below.
Thanks for letting us know. We'll work on updating the search engine to return more relevant results.