Customer Search to Turn off Default Credit card Setting on Customer Record for Mass Update
a. Navigate to Reports > Saved Searches > All Saved Searches > New.
b. Click Customer link.
c. Under Criteria tab > Standard subtab > add filter > Default Credit Card > select Yes.
Note: To pull up all customers with default credit card on record.
d. Under Results tab > Columns subtab > add the following fields:
- Internal ID (customer's internal ID)
- Credit Card Internal ID
- Default Credit Card
e. Rename Search and Save Customer search as CSV.
f. Go to Setup> Import/Export > Import CSV Records. On CSV Import page:
Import Type = Relationships
Record Type = Customers Only
Select CSV file to upload (Search created steps a-e)
Data handling = Update
g. On your CSV Import, use below mapping fields:
Internal ID = Customer:Internal ID
Credit Card Internal ID =Customer: Credit Cards 1: ID
Default Value set to No = Customer: Credit Cards 1: Default Credit Card
h. Hit Save and Run.
Note: It is suggested to always try this on a couple of records first to see changes/updates after import.