This utility enables you to update a Credit Controller for all or specific Customers or Prospects. Before changing the Credit Controller, you may wish to keep a back up of all the data for any future reference. The assigned Credit Controllers can be found on the Terms window for the customer or prospect.

You can select a specific customer or a group of customers for which to update the Credit Controller.

You can also change the existing Credit Controller to a new Credit Controller for all or specific records, instead of opening each customer records and updating the Credit Controller from the Terms tab for individual customer.

Search icon pops up the list of Customers/ Prospects in a new window.

You can search the records based on Account Code, Sort Key, Currency and Credit Controller.

Count icon on the window toolbar enables you to view the number of records found as per the entered search criteria.

After entering all the criteria, click the OK icon to update the details.