No Search Results Match the Criteria on Mass Update when using criteria from saved search.

User would like to perform mass update for Sales Transactions and has used a transaction saved search’s criteria to filter the records to be updated. However, when previewing results, no records are found. When running the saved search, there should be a number of records returned To resolve the problem, Main Line must be set to True. Mass… Continue reading No Search Results Match the Criteria on Mass Update when using criteria from saved search.

Updating Shipping Address Fields in Bulk

The phone number is not displayed in the SHIP TO address. But if we open the address sub-record it is there in the address fields. Unmark the Override Checkbox and hit save it sets the address phone number in the SHIP TO address. Instead of reselecting every address in each transaction, we are doing the… Continue reading Updating Shipping Address Fields in Bulk