To create an Update Template that allows you to amend the Customer details:
Within Excel, click the ACCESS tab
In the Excel Templates section, click Templates.
Click Setup Update Template
Select New Template and click Next
Open the Sales Ledger drop-down and select Customer Accounts
Click Next
Drag Customer Code into the Column Fields box
Select Customer Code and click Set Range
Choose the column range for Customer Code
Click the box to the right of the pop up
Add your chosen fields from the left hand side to Column Fields.
Click Next and Next again
Tick the box next to Enable changes to be written back to Access accounts
Click Insert. Any of the information highlighted blue is editable.
For a list of useful sections you might want to change in bulk using AOI please see below.
Email Address.
On stop customers.
Active/Inactive customers (Hide from list).
Customer name.
Invoice/Credit note/Statement/Order confirmation document destinations.
Town.
County.
Postcode and Mobile.