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Update customer attributes in bulk

This article applies to:CertCapture

Use attributes to differentiate customers and certificates in CertCapture, and then use attributes to enhance searches and reports. Learn to add or remove attributes for multiple customers at once.

Update attributes in bulk

Add or remove attributes for multiple customers at once.

  1. In CertCapture, search for the customers you'd like to update.
  2. On the Search Results page, select CC-PerfResults.png and select Change Customer Attributes.
  3. Add an internal note explaining the reason for your change. Select the Add or Remove field or begin typing an attribute to add or remove it.
  4. Select Update Attributes to save the changes.
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