Hello,

When my system was created and first customised, the Pick-list "Accounts status" was removed from the Account detail form.

I would like to put it back, and if possible doing a "mass" update: selecting the value "active" for all Accounts with an Opportunity against them.

What is be the best practice to do that? By running a sql script on the server? , or by using the "search and replace" tool on the clients? (does this tool work with pick lists?)

Thank you in advance for your time,

Alex

 

 

Hi,

    You could create a group at Account level and use the Opportunityid from the Opportunity table (where opportunityid does contact data) this would return all of your accounts with Opportunitys, Then use the replace data function to update the account status field.

** If you have remote users you will not be able to run it through SQL as the update wont get synced out**

 

Regards,Adam Travers

Hi, 

Ok,

yes I have remote users, I'm going to do it with the replace tool...

Thank you,

Regards,

Alex

 

 

If you have any further queries feel free to drop me an email adam.travers@e1business.com

Thanks Adam,

regards,

Alex