How to Mass Update Customer Equipment Records

Overview

You can now mass update customer equipment records without having to go into each record individually to change it.

This new utility on the customer equipment list saves time when you need to update multiple equipment records with the same information.

How to Mass Update Equipment Records

Step 1: Navigate to Customer Equipment List

Open the customer equipment list for the account you want to update.

Step 2: Enter the New Value

Click into the field you want to update (e.g., 'New Install Date') and enter the new value.

Example: To update the install date from 12/01/24 to 1/4/25, click into the 'New Install Date' field and enter 1/4/25.

Step 3: Select Records to Update

Select all the records you want to change by "tagging" one or more records:

• Click the checkbox next to each item you want to update
• You can select multiple records at once

Step 4: Apply the Changes

Click Apply Changes to update all selected records with the new value.

All tagged records will be updated simultaneously with the information you entered.

Benefits

This utility allows you to:

• Update multiple equipment records at once
• Save time on bulk updates
• Ensure consistency across equipment records
• Avoid repetitive data entry

Need Help?

Still have questions? Contact Cornerstone Holding Co. 847-405-9517 or email us customer.success@alarmbills.com