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Friday, October 8, 2021

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Mass Update Contract Field Values   
Page last modified on Wednesday, May 26, 2021 3:21 PM (by Adam Widmeier) (initially created on Tuesday, September 6, 2016 11:45 AM)
Assigned to: Mass Transfers & Updates for Contracts
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Mass Update Contract Field Values

Contract Insight supports the ability to mass update contract field values.

To get started with transferring contracts:

1. Log in as an application administrator.
2. From the Manage/Setup top navigation menu item, select Account Maintenance.


3. Click Transfer Contracts on the side menu.

Option 2: Mass Update Contract Field Values

1. Using the Update Field drop-down menu, select the field for which data is to be updated.
2. Using the Where Equals drop-down menu, select the value from which the update is to be made.
3. Using the Set Value To drop-down menu, select the desired new value for the field selected (in step 1).
4. Click Process Transfer.

*Please NOTE: this process CANNOT be undone or reversed.


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