IQ provides the ability to mass-update all occurrences of affiliation, issue, and workflow codes. Use this function with caution. Check with your IT Consultant if you have any questions about mass-updating codes.
To mass-update all occurrences of a code:
Click a module tab.
Click the Codes submenu link to display a list of all available codes for that module. For example, when you click the Codes submenu link in the People module, you'll see a list of all People codes.
Click the code file containing the code you want to mass update. For example, click Affiliation to mass update an affiliation code. The number and order in which the codes appear is set in your People user Preferences.
Select the check box next to the code you want to update.
Select the Mass Update action. The code you selected appears in the Old Code field.
Enter the code you want to replace the old code with in the New Code field by typing it or by clicking the search icon and selecting it from the list that appears. This field accepts only active codes.
Click the Save button to update the records. When the update is complete, the number of records updated is shown. Note that a targeted mailing is counted only once in this number.
Note: When you mass update Issue Codes, IQ updates the issue codes that are associated with Mail, Document, Legislative Action and Legislative Vote records.