Tip #1309 – Did you know that by using the dynaMACS Global Update Feature you can update multiple customer records with the click of a mouse?

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The Customer Global Update feature in dynaMACS allows you to perform a simple global customer update by filtering on specific fields and replacing fields with a new value. You can update the following customer fields using this feature:

Global_Types

Example #1

In this example we will update the current sales rep for all customers in the State/Reg code of OH442 to a new sales rep JB (Jim Black).

  1. To access the Customer Global Update feature select Edit>File Transfer/Combine>Customer Global Update.Main Screen
  2. A Restore Point warning screen will appear. If you haven’t already done so, it is STRONGLY recommended that you create a restore point before continuing. Select the Yes button to create a restore point or select the No button to continue on with the changes.Snap Shot
  3. Enter OH442 in the State/Region field under the Customer Selection Criteria on the left hand side of the screen. This will find all of the customers with this state/region assigned to them.
  4. Enter the new rep code JB in the Sales Rep field under Fields to Change in Selected Customers to the right hand side of the screen.
  5. Select the Update button.Customer Global Update Screen 1
  6. Select the Preview button to preview the Customer Global Change Audit report or you can select the Printbutton for a hard copy of the report.Printing Options
  7. Verify the changes that will be taking place by reviewing the Customer Global Change Audit Trail.Audit Trail
  8. After reviewing the Customer Global Change Audit Trail, select the Yes button to continue and complete the changes.Verify Audit Trail

Example #2

Another example of the use of the Customer Global Update feature would be to make a city name in your customer database consistent by selecting a zip code and then changing the city name. For example, in the display below we have two customers in zip code 46800 which is Fort Wayne, IN. As you can see, one customer record has the city spelled Fort Wayne while the other is spelled Ft Wayne. The following explains how to globally change the city name for that zip code to Fort Wayne making the city name consistent for all customers in that zip code.

Customer Viewer

  1. From the Customer Global Change screen enter 46800 in the zip code field under Customer Selection Criteria.
  2. Enter Fort Wayne in the City field under Fields to Change in Selected Customers.Customer Global Update Screen 2
  3. Continue with the next steps as outlined in the previous Example #1 to complete the update.

Case Study: Atlantic Marketing Company

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“We’re more efficient, better at planning and better at allocating resources to the areas where we’re earning the most income.”

Brandon Flack, President
Atlantic Marketing Company

Atlantic_Marketing_LogoClient Challenge

While Atlantic Marketing Company thrives on efficiency, the sales agency identified two areas that needed improvement. First, reduce the amount of time it took to manually enter sales and commission data. Second, communicate key sales data faster and easier to reps, regional offices and management.

Atlantic_Marketing_StatisticsdynaMACS Solution

One solution solved both challenges: dynaMACS. Brandon Flack, President of Atlantic Marketing, says of the software: “We’re more efficient, better at planning and better at allocating resources to the areas where we’re earning the most income.” dynaMACS also identifies regions that are underperforming and helps uncover trends that could be causing a territory to fall behind.

Atlantic Marketing uses dynaMACS on the cloud, so data is processed and always accessible. Flack logs in and sees the most recent information. Flack says he uses dynaMACS to:

    “Whether it’s good or bad, I can understand why.”

    Compare historical data. “I can select data for any point in time and see sales history for up to 5 years.”

    Communication tool: “I conduct conference calls with manufacturers to review and discuss performance.” 

    “I view monthly reports by sales rep.”

The agency uses eSi to process electronic files (like excel spreadsheets) provided by manufacturers. From a time-saving perspective, Office Manager Kristen Townsend, says “I’m able to maximize my time. With eSi, I don’t need to do data entry. I no longer need physical invoices for commission reconciliation. Once a manufacturer is set up in eSi, I receive an attachment, hit upload and I’m done. I can’t even calculate the amount of time I save. The difference is amazing.”

The bottom line: dynaMACS is a powerful and user friendly tool that makes it easy to receive, distribute, view, analyze and share data. What could be more efficient than that?