Dear Michael,
Thank you for all of your help. I have a question about moving tasks.
How do we transfer ALL tasks from one person to another? Especially when person A is replaced by person B? (example: turnover of file clerks)
Thanks!
Sincerely,
Michael Lerner
Lerner, Moore, Mammano, Strasser, and Silva
www.injuryatwork.com
(909) 889-1131
Moving Tasks
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Michael Appell
Re: Moving Tasks
Hi Michael,
if you click Tools, System you will see an option called Global Reassign. Selecting this option allows you to reassign all cases, calendar events, tasks or a combination of any of these. Use this with caution as there is no UNDO option. You should have a backup. But, A1-Law does confirm how many will be reassigned before you actually click the OK button. As always, be sure to have a backup.
(p.s. I'm hoping to have the web site problems fixed by late next week).
Mike
if you click Tools, System you will see an option called Global Reassign. Selecting this option allows you to reassign all cases, calendar events, tasks or a combination of any of these. Use this with caution as there is no UNDO option. You should have a backup. But, A1-Law does confirm how many will be reassigned before you actually click the OK button. As always, be sure to have a backup.
(p.s. I'm hoping to have the web site problems fixed by late next week).
Mike