Batch Update Call Center Source Values

Owned by Developer Support (Unlicensed)
Last updated: Jun 01, 2022 by Tyler Martorano
2 min read

  • Select Reports > then click on Customers > then click on Order Details.

  • Use the Filters section to find the orders that need to be updated.

  • Click the green Go button.

  • Just above the data table, Click Show/Hide batch updates and click on 'Update Source Values'.

  • Select the source and fill out any source values, then select the orders you want to update and click Update Batch.

 

 

A dialog box will appear. Click on the red Yes, I'm Sure button to confirm the batch update.

 

A second dialog box will appear. Click on the red Yes, I'm Sure button to confirm the batch update.

 

Note: Clicking the Yes I'm Sure button the second time will alter the selected records and can only be altered again with another batch update.

Once the batch is updated it will now show the updated Source Values across all reports.