Bulk Update for Customer Core Values
A new setting has been added to adilas that allows you to bulk update customer data. Currently the only field available is for credit terms, but please keep checking back as we will add more fields in the future.
To access this bulk update setting, go to the customer homepage. In this corp, they use the name “client” for customer.
Click on more options and choose customer core updates.
If you need to filter customer types you can. You can set your default terms (this field will also work for the new gram control for Colorado). Click the “all” box if you wish to set the new terms for all customers. Then click update.
As always, please feel free to reach out to your consultant, Technical Support at 719-966-7102, or email firstname.lastname@example.org if you have any questions, concerns, or suggestions.
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