Update Selected Profile Codes

Profile codes can be setup and viewed in Profile Codes, for the profile classes setup in Profile Classes.
The profile codes assigned to specific customers can be viewed and updated individually in the Profile Information window of Customer Contact Information.

This utility simplifies adding and deleting profile codes for a selected range of customers.
The customers must first be included in the Select Customer Records list as all or part of the list.

The prompts to add or to delete the profile code records stored in Customer Contact Information for the customers in the selection list, are:

PROFILE CLASS

Enter the class to be added or deleted from the customer records, or select the code from the drop-down list.

PROFILE CODE

Enter the code to be added or deleted from the customer records, or select the code from the drop-down list.

ACTION

Select one of the following options:

• Click Add to Add this profile class and code to the customers in the selection range.
• Click Delete to remove all matching profile code records from the customer records in the selected range.

STARTING SORT KEY

Leave this field blank to include all customers in the Select Customer Records list or type the starting sort key for the desired range of customers within the customer list.

Note: The Sort Key corresponds to the key Select Customer Records.

ENDING SORT KEY

Leave this field blank to include all customers in the previously selected list or type the ending sort key for the desired range.

Finished?

Click ACCEPT to update the appropriate Customer Contact Information records or CANCEL to abort.