Mass Updating Customer Roles Efficiently in NetSuite

You can update the role assigned to your customers using a mass update, allowing for changes across many customer records simultaneously. This functionality is particularly useful when you have customized roles, such as modifying a Customer Center role and assigning a new custom role to all selected customers.

How to Mass Update Customer Roles

To update customer roles using mass updates, follow these steps:

1. Navigate to List > Mass Update > Mass Updates, expand Customer Support and Service, and select Change Customer Role.
2. In the Title of Action field, provide a name for your update.
3. In the Change Role field, select the current role assigned to customers that you want to change.
4. In the to field, choose the new role you want to assign.
   • For instance, if you select Customer Center in the Change Role field, and choose Customer Role Alpha in the to field, the selected customers will lose access to the Customer Center and gain the new alpha role upon running the update.
5. Apply filters on the Criteria subtab to narrow down which customers will have their roles updated.
6. Configure display options for the results in the Results subtab.
7. Specify who can execute the update on the Audience subtab, if applicable.
8. If you have Administrator permissions and want to automate this process, set up the schedule on the Schedule subtab.
9. Review any changes and actions related to the update via the Audit Trail subtab.
10. Click Preview to verify which records will be modified. If needed, you can return to adjust the criteria.
    • The Apply column is shown only if under 1000 entries are listed. You can uncheck records you do not want to update.
11. Select from Return to Criteria, Perform Update, or Save to complete the process. Once Perform Update is chosen, it cannot be canceled, so be cautious!

Best Practices for Mass Updating Roles

• Review Changes: Always use the preview option to confirm the changes before finalizing the update.
• Set Criteria Carefully: Ensure your criteria filters are specific to avoid unintended changes.
• Schedule Wisely: If possible, schedule mass updates for off-peak times to minimize impact on system performance.

Mass updates are a powerful tool in NetSuite, enhancing efficiency by allowing the simultaneous modification of multiple customer records, thereby streamlining role management across your organization.