First, we'll create a query to find the accounts that have the specific User Defined Field value(s):
  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 if you only want to remove the values from accounts that have all of the values, or, select Match at Least One Criteria if you want to remove the values from accounts that have at least one of the values
  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(es) for the value(s) you'd like to remove
  11. Click Save and Preview to ensure this is the correct list of accounts or journal entries that you'd like to update
Then, we'll run the mass update to remove the values
  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 UpdateExisting Transactions
    • If your User Defined Field is stored on Note entries in the Journal page, select UpdateExisting 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 Remove
  6. Click the blue link that has the name of the field
  7. Mark the checkbox(es) for the value(s) you'd like to remove
  8. Click Next
  9. Preview the list of accounts or journal entries that will be updated
  10. Click Next to process the mass update (please note this is a permanent process and we cannot undo a mass update)
​If your User Defined Field is unavailable for selection (the field will appear in gray and you will not be able to click on it in Step 6), the User Defined Field is required; we cannot remove values for a required User Defined Field. If you need to make your User Defined Field not required, you'll need to first use the steps listed at How to make a User Defined Field not required to remove the required settings and then you can mass update the User Defined Field.