Mass Update - CSS Checking

Help Button
A simple and easy to use desktop application.
Go to content
Mass Update

You may want to Backup Your files before doing the Mass Update
To perform a mass update...
Note: These screens are from the PCMail application...
click the Update Button and you will see

Click on the Field you want to change...

In this example we are going to change the Campaign to PC Repair for ALL of the records...In the Expression column type 'PC Repair' be sure to include the single quotes...and click Apply and on the next window confirm you want to make this change. ALL records will now have the Campaign changed to PC Repair
Note: Make sure you have entered a campaign which exactly matches one of the campaigns you have in the Edit Campaign choices from the Main Menu.
In this next example we are changing ALL of the Item Types to Postcard, indicating we are sending a Postcard in the next mailing.
Note: The Before column shows the field value BEFORE the change and the After column shows what the change will be. There is also a Green check mark in the column between the Expression column and the Before column if your Expression is correct.

Now let's suppose you want to send a postcard to certain number of people. For example, you purchased 100 stamps and you have a total of 300 records in your database. Remember the TBM (To Be Mailed) field has to be checked in order for the labels to be printed. How do we do this?
Select Browse Residential Addresses from the Main Menu and you will get a list of all of your records, in this case a total of 300.
Click the Update button, click the TBM field
now click the '...' ellipsis button

the next window will be the Expression Editor...

enter 'Yes' in the Assign expression box, don't forget the single quotes
Enter Add: <= 100 in the Condition box and click Ok, then confirm your choice on the next window

Remember we selected the TBM (To Be Mailed) field, so this expression says:
place Yes in the TBM field where the Address ID number is less than or equal to 100
Note: the Add: tells the program to use the Residential Address table
when using the Business addresses use the Bus: prefix
Mass Update Specific Records

Seldom will you want to up every record in your file. More often than not you'll only want to change specific records, usually after an Import Function.
Let's suppose you have successfull done a File Import from your bank. You realize your bank doesn't support Categories. Further you have enteries from WalMart and the majority of those are for the Category Groceries.

The Update process is the same except you must 'limit' the records to WalMart. That is, you have to set a Condition Where Payee is equal to (=) WalMart. Of course it is never that easy. The condition has to match the Payee that your bank has, probably something like WAL-MART #0611 ROSWELL NM
Here is how you will do the Mass Update
First open the bank account on which you want to work, in this case it is the Personal account
Locate one of the records you want to Update.

Click Change, then TAB to the Payee Field, with the Payee field highlighted, press CTRL+C to copy the Payee Name, click Ok to get back to the Browse List.
Press the Mass Update button
Go to the field you want to change, in this case Category. Type in 'Groceries' be sure to include the single quotes (') at both ends.

Click in the Condition field, In the Header Field Box double-click on the Payee field. It will appear in the Condition: field. Enter = then Ctrl+V to paste the Payee Name you copied earlier. Be sure to include the single quotes at both ends of the payee name

Click Ok
On the next screen, click Apply

If the Green Check Mark is there, the Mass Update will work.
On the next screen, If You Are NOT Sure, do not Click OK!

You may want to Backup Your files before doing the Mass Update
208 Wooldridge Margaret
Roswell, NM
email address
Corporate Support Services
Back to content