Customer Concepts

Understanding Mass Changing

The (+A) Special Customer screen performs many functions that cannot be performed elsewhere. Among its many capabilities, the (+A) screen lets you make mass changes, inquiries, and deletions to the customer database. You can also perform unique data manipulations, such as resetting customer hits, finance charges, and limits.

1. To mass change, double-click , then double-click . The (+) Specials Programs screen opens.

Note: You should use caution when using functions in this screen. ECi recommends that you perform a backup before any mass changes or deletions are performed.

2. Select A, Modify Customer Records. The (SPA) Special Customer Screen appears. The (SPA) screen lets you perform several mass copy functions.
   
   Select C to change customer information.
   Select D to delete customer information.
   Select I to inquire on customer information.
   Select Z to reset customer hits.
   Select R to print rolodex cards.
   Select F to reset finance charges.
   Select X to delete blank aux records.
   Select T to clean average days to pay.
   Select J to reset customer sales history from a sales journal.
   Select L to reset customer limits.

3. For more information on mass changing Customer Accounts, see In the (+A) Screen.