Where Can I Update Many or All of my Customers?

Question

Where can I update many or all of my customers?

Answer

In case you want to update your customers, but more than just one at the time, you can do it in the following menu: Document Output Customer Setup List. In the action bar, select Update Customers. In this menu, you can update a certain group of customers or all customers. You select the customers by using filters.

Currently, you can change the following aspects of customers:

  • Automatic statement
  • Manual/Automatic
  • Send Statement Code
  • First statement start date
  • Output Profile

The last thing to remember is to enable the toggle Change Existing setup to have your changes take effect.