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Toolbox: Job Sheet - Multiple Updates

Last modified 08:03, 24 Apr 2017
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On the Job Sheet home page control, you have the option to bulk update the following fields:

  • Assigned To

  • Client Partner

  • Client Manager

  • Assignment Partner

  • Assignment Manager

For instance, on the Job Sheet table, right click the Assigned To column heading.  A pop up menu with the following options is displayed:

  • Reassign All: Reassigns all the jobs/schedules to the employee you select.  Selecting this option will bring up the Find Employee window from where you can select the employee you want to assign the jobs/schedules to. After selecting the employee, click OK on the Find Employee window. The employee's name will appear for all the jobs/schedules.

  • Remove All: Clears the Assigned To fields for all the assignments.

Note

If you use the Reassign All or Remove All functions, the Assigned To field for all the records displayed on screen will be changed.  Therefore, use the filters to ensure that the Assigned To information displayed is indeed the information you want to change.

Related Topics

About the Toolbox

Toolbox: Job Sheet

Toolbox: Job Sheet - Right Click Menu

Toolbox: Job Sheet - Updating Milestones

Toolbox: Job Sheet - Jobs Filter

Toolbox: Job Sheet - Show Field Chooser

Toolbox: Job Sheet - Default Due Date

Toolbox: Job Sheet - Create Timesheet


© Wolters Kluwer (UK) Limited (trading as CCH Software). All rights reserved.

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