First, we'll create a query to identify the accounts or journal entries that have a value for this field.
  1. Click Queries
  2. Click Manage Queries
  3. Select the category where you would like to store this query
  4. Select New Query under the Tasks menu
  5. Name the query 
  6. Set the Starting Query to Base/All Constituents
  7. Set the Data Return Type to Accounts if the User Defined Field is stored on the Personas or Defined Fields page of an account or Journal Entries if the User Defined Field is stored on the Journal page
  8. Under Criteria Matching, select Match Each Criteria
  9. Select UDFs- location of the field (for example, if your field is stored on the Defined Fields page of a Constituent account, you'll select UDFs- Constituent) from the Browse Fields drop down menu and click on the name of the field
  10. Mark the checkbox that says Field Has Any Value
  11. Click Save and Preview to ensure that this is the correct list of accounts or journal entries that should be updated
Then, we'll run a mass update to assign the same value for that User Defined Field for every account or journal entry in the query (in order to remove the value, we have to first make sure that all of the accounts or journal entries have the same value for the field)
  1. Click Management
  2. Click Mass Update
  3. Click the type of update you'd like to run
    • If your User Defined Field is stored on the Defined Fields page of an account, select Update Existing Accounts
    • If your User Defined Field is stored on the Personas page of an account, select Update Existing Personas
    • If your User Defined Field is stored on transactions in the Journal page, select Update Existing Transactions
    • If your User Defined Field is stored on Note entries in the Journal page, select Update Existing Notes
    • If your User Defined Field is stored on Contact entries in the Journal page, select Update Existing Contacts
  4. Select the query that you created from the Category and Query drop down menus
  5. Below the heading that says Update Type, mark Assign
  6. Click the blue link that has the name of the field
  7. Fill in "Test" in the text box or note field
  8. Click Next
  9. Preview the list of accounts or journal entries that will be updated
  10. Click Next to process the mass update
Then, we'll run another Mass Update to remove the Test value from the User Defined Field
  1. Click Management
  2. Click Mass Update
  3. Click the type of update you'd like to run (this will be the same type of update that you selected in the steps listed above)
  4. Select the query that you created from the Category and Query drop down menus
  5. Below the heading that says Update Type, mark Remove
  6. Click the blue link that has the name of the field
  7. Fill in "Test" in the text box or note field
  8. Click Next
  9. Preview the list of accounts or journal entries that will be updated
  10. Click Next to process the mass update