Mass Update Contract Field Values
  • 07 Nov 2023
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Mass Update Contract Field Values

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Article summary

Mass Update Contract Field Values

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.

 The Contract Insight Main Menu. Account Maintenance is highlighted.
3. Click Transfer Contracts on the side menu.

The Transfers Side Menu of the Application Maintenance Page. Transfer Contracts is highlighted.


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.

The Mass Transfer Contracts Screen, focusing on Option 2: Mass update contract field values. The Process Transfer button is highlighted.

Please NOTE: this process CANNOT be undone or reversed.


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