This article will explain global replacements in CLIP and show different examples on how global replacements can be performed. Before we begin, make sure you have a good backup of the program - click here(https://app.intercom.io/a/apps/um1ikb9l/educate/articles/405590/show) for more information on how to backup CLIP. After you have a good backup in place, get everyone ELSE out of CLIP.
There are many global replacements that can be performed in CLIP. For this article, we will focus primarily on the global replacement (replace information function).
- Global Replacement: Change Next Visit Dates
- Global Replacement: Put Range of Customers On Hold
Click Files, Global Replacement, then Replace Information.
At the top of the screen is Choose Database. This will either be Customer or Job.
This will allow to replace fields in the Customer or Job tabs that you see in the Customer List or File Maintenance windows. In the screenshot above, we have Customer Database selected so that when we click Choose Field. This will display fields in the Customer Database only.
This is a window to choose what field we are replacing information for. Once you find the field, you will want to double click in order to choose the field. When finished here, click Return. From here, you should be ready for Replace With - this will depend on the type of Global Replacement being performed and what field was chosen in the first step.
Once you have selected what you want to Replace With, then you will Choose Condition. If nothing is selected here, then CLIP will perform a replacement on every single customer in the database. You probably do not want that. The condition generator is a way to filter information to select what we want to pull out of CLIP in order to complete the replacement. If we were changing the CU.Property City, we would probably want our condition to pull out every customer in a zip code or tax ID area as an example.
Global Replacement: Change Next Visit Dates
Now, we will go through some examples in performing global replacements. This first example will change the Next Visit Date for a job number in our job database. To begin, click the Pattern Jobs button on the main screen.
From the screenshot above, we will look for the number of the job that we want to change Next Visit Date for. In our example, this will be Job Number 2 "Landscaping Maintenance." Click Return. Now let's go back to Files, Global Replacement and then Replace Information.
Make sure that Job is selected under Choose Database, and then click Choose Field.
Find JB.Next Scheduled Visit field, and then double click. Now the field will be put under the Fields Chosen box. Click Replace With.
The Enter Date window will ask what date to Replace With in the Next Schedule Visit. Choose the date here and then click Ok. Click Choose Condition.
For the condition, we will want to choose Job Number 2 for the landscaping maintenance job. This will replace all next scheduled visit for Job Number 2. For Step 1 - Choose Field From List, double click or press enter on JB.Job Number.
For Step 2 - Choose Operator, click Equals and then press Enter.
For Step 3 - Enter comparison value. Type 2 in the field, and then press enter.
The End Result should show JOB.JOBNUM = 2. Click Use This Condition.
The replacement command should show that we are replacing all Next Visit with the date chosen for Job Number 2, like above. Click Perform Replacement.
The top right hand of the screen will display the total items replaced. In this example it was 2,271.
Global Replacement: Put Range of Customers On Hold
The next example for Global Replacement will detail how to change a range of customers from Active to On Hold, and how to put all customers On Hold.
First, what we will want to do is search through our Customer List and find the range of customers that you want to put On Hold status. Click Files, Global Replacement, then Replace Information. Make sure Customer is chosen under Choose Database.
Click Choose Field.
Double click CU.Customer Status, then click Replace With.
Type ON HOLD in capital letters, then click OK. Click Choose Condition. We will want to filter out the customer numbers to replace the Customer Status to On Hold.
Under Step 1 select CU.Customer Number, double click or press enter. Under Step 2, click Is Greater Than.
Under Step 3, type the starting number range of customer numbers that you want to put On Hold. If my range is 5019 to 5062, in step 3 I will enter 5019.
For a range of customers, we will want to enter the "Greater Than" and "Less Than" operators. Click Add Another Condition. Under Step 1, select Customer Number and double click or press Enter. Under Step 2, select "Is Less Than." Under Step 3, enter the last range (for me it was 5062).
For our example, the end result shows "customer number greater than 5019" and "customer number less than 5062." Based on this condition, it will filter through a range of customers from 5020 to 5061. Click Use This Condition.
Before clicking Perform Replacement, check the Replacement Command to check for inaccuracies. If you are satisfied, click Perform Replacement. The replacement will show how many changes it made at the top right just like in the previous example.
Let us know if you need further assistance!