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Bulk update the sort key in multiple customer accounts

Updated over a month ago

To amend the sort key on each individual account:

  1. Click Debtors, Customers

  2. Go to Account which requires amending

  3. Click Edit

  4. Next to the field which needs changing, click the Magnifying glass icon.

  5. Select the Sort Key required.

  6. Click Save

If a bulk update is required, this will need to be done by Support or a consultant. Any issues with contacting us, please see the following Get support in Dimensions.

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