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Change the Status of a Group of Accounts

Use the Status Changer window to run a query to change the status of a group of accounts that meet specified criteria. 

To change the status of a group of accounts

  1. Create an Account Status Change Query or Modify an Account Status Change Query.

Status Changer window

  1. In the New Status section, in the Change Status list box, click the status to change the accounts to.

  2. If you chose to assign a closed status (indicated in red) to the accounts and you want the queue level set to 999 (closed and returned), select Return closed accounts to customer.

Note: You can only select this option if you have the Return Account permission.

  1. Click Okay. The Status Change Analysis dialog box appears.

Status Change Analysis dialog box

  1. Click Process. A confirmation dialog box appears.

  2. Click Yes. A notification dialog box appears, indicating the process is complete.

  3. Click OK.

Related Topics

Status Changer