If you need to change Customer Subtypes in bulk:
1. First, run a customer query to find your customers with the tag you want to change.
- Go to: Data Entry > Reporting > Customer Queries
- Select the condition: Policies: Customer Subtypes
- Select the Subtype you want to change under Parameters and click All <click> to select.
- Click Review Query to query and populate the list of customers you want to change.
2. Next, assign a tag to the customers you've selected.
- Click Add Bulk Tag
- Click OK if asked, "Do you wish to add a tag to ### customers who match the current query?"
- Create a tag that will identify the customers you want to change and click OK to tag.
(Note: This tag name can be deleted later)
3. Create your new Customer Subtype
- Go to: Data Entry > Manage > Settings
- From the Customers tab, create a new Subtype under Customer Subtypes (modify and add to the list)
4. Assign the new Subtype to the specially tagged customers
- Go to: Data Entry > Manage > Tags
- Go to the Apply Actions to Tagged (or NOT) Customers tab
- Select Action: Subtype Assign
- Click Execute
- Select the subtype to be assigned and click OK
- Review the warning and click Yes
5. Delete the tags you placed on the customers (optional)
- Go to: Data Entry > Manage > Tags
- Go to the Manage Existing Tags tab
- Select the tag you wish to delete
- Click Delete Tag
- Click Yes when asked "Clear tag from database?", then Yes again.
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