IDI version 26.8 is now available.  Click here for details: IDI Updates.

Bulk Update Account Status

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You can change the Account Status assigned to the customer accounts currently displayed in the Collections Search Results window. To bulk update the account status:

  • Right-click anywhere in the Collections Search Results window and select Bulk Operations > Bulk Update Account Status. This displays the Bulk Update Account Status window.

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  • Select the account status you want to assign from the drop-down list.

  • Click Save to assign the selected status to the customer accounts currently displayed in the Collections Search Results window. This displays a Bulk Operation Status window indicating the bulk operation completed successfully.

  • Click OK. This updates the Account Status column in the Collections Search Results window with the new status.