Update customer attributes in bulk

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  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.

See also 

Add attributes to a document or customer
Create custom attributes
Update document attributes in bulk