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After the value is set RangerMSP does not modify it. It is only being modified by either a user or when a user perform massive contact, company name and File As updates.
Records default to being Companies but you can always change it. It cannot be forced globally - for example - Joe from ACME company - it's possible the ACME is the customer (and this is the default) but sometimes Joe is the customer (as a consumer) and you just want to mention where he works, etc. Thanks, Dina |
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While a powerful Batch accounts feature exists, it is not designed to change the File As... field automatically as unlike standard batch updates (like update all to Status=Active) the desired update should take data from each record individually (the company name) and therefore it cannot be achieved. You will need to carefully update the relevant accounts manually to be filed as companies.
Thanks, Dina |