Is there a way to batch update the assigned sales rep for existing quotes and customers?
Hi @gsteltzer
Yes, there are two ways to handle this.
For a small number of records, you can update the assigned sales rep manually on both the Customer and Quote records directly in the system. That’s usually the simplest option if it’s only a handful.
If you’re looking to update a larger set of existing Customers and/or Quotes in bulk, we can absolutely handle that through a scripted data update. In that case, we’d pull the affected records, apply the reassignment logic, and run a controlled update back into the database.
The scripted option is a billable professional service since it involves custom data manipulation and validation to make sure nothing downstream (reporting, history, open orders, etc.) is impacted.
If you want, share the scope (how many records, criteria for selecting them, and the new rep assignment), and we can recommend the cleanest approach.
- Cetec ERP Support