How-To: Batch Update Solicit Codes?

Is it possible to batch update solicit codes?

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  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Tenth Anniversary Kudos 5 March 2026 Challenge: Answered Questions January 2026 Monthly Challenge
    In batch, no.


    Via global change if you can group them in a query/queries, yes. There's not option to update to "replace" but you can add and delete solicit codes.  Be careful. Don't base your query on those having code A, delete code A and then have zero results in your query to add code B.  Add B first.  

    I would try this with just a couple records to make sure your get process correct.

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