Usually we add the email address to our clients but forget to add their web address. Often a client’s web address can be determined from their email address by replacing the ‘name@‘ section with ‘www.’. The Web function also returns the email and web addresses to lowercase. Changing a set of clients this way is much faster than updating them individually.
- Click the Action button and choose Clean Clients. Click the Web tab.
- Click Preview to view only the web addresses that will be changed. Ensure the clients and new values are correct as the update cannot be undone.
- Click Update. Every Marked Client will now have that field changed to the new value.
Options
- You may want to perform an Export before updating.
- Click Options-Clear All Marked Clients before selecting a new set of Marked Clients to ensure no Clients are accidentally updated. Use the shift, command and control keys if necessary to highlight the Clients and click the Marked button to Mark as many Clients as desired.