For each of our clients some of the information can be anything and some of the information can only be chosen from a limited set of alternatives. The Attribute tab helps clean up the later fields. The fields that can be cleaned include the Category, Organisation, State, Duplicate, Employees, GroupID, Hidden, Keywords, No Contact, Only Contact, Priority, Region, Relationship, Salutation, Source and Type. Changing a set of clients this way is much faster than updating them individually. Only Group Managers or Administrators have the ability to clean clients.
- Click the Action button and choose Clean Clients. Click the Attribute tab. Choose the field you wish to update from the Update pop up list.
- If available, set the option to add the attribute, remove the attribute or replace as the only attribute.
- Choose the desired value from the As Value field.
- Click Preview to view only the fields that will be changed. Fields that are unchanged remain blank. Fields that are changed to become blank are shown as «Blank» and all text will be removed. Ensure the clients and new values are correct as the update cannot be undone.
- Click Update. Every Marked Client will now have that field changed to the new value.
Options
You may want to perform a Backup before updating.
You can change the values for most pop-up list attributes using the Options-Edit Group details window.
Click Options-Clear All Marked Clients before selecting a new set of Marked Clients to ensure no Clients are accidentally updated. Use the shift, command and control keys if necessary to highlight the Clients and click the Marked button to Mark as many Clients as desired