Batch Update Call Center Source Values

• Select Reports -> Customers -> Order Details

• Use the Filters section to find the orders that need to be updated.

• Click the green Search button.

• Just above the data table, click show/hide batch updates and then click on the "Update Source Values" radio button.

• Select the source and fill out any source values, then select the orders you want to update and click the Update Batch.

You can click on the Select column in the results to select all results that were returned on that page.

A confirmation dialog box will appear twice. Click on the Yes, I'm Sure button to continue for each. This will permanently alter the selected records and cannot be undone. If you want to alter the records again, you will have to perform another batch update.

Once the batch update is complete, the updated Source Values will be shown across all reports.