How to reassign a User's client to another user
NOTE: Cases can only be reassigned to users of the same stage. Click here to learn how to include users in a stage.
Open the Reassign Clients window
1: Click Admin in the menu.
2: Select Users --> Reassign Clients from the drop down menu - the Reassign Clients window will open.
Reassign the client and ToDos
1: Select the required User from who the cases are to be reassigned.
2: Enter the required Client Ref to move.
3: Click Display to refresh the reuslts.
4: Select the required stage from which the client is to be reassigned.
5: Select the User to whom the client is to be reassigned.
6: Tick the check-box to toggle whether the User's scheduled ToDos items for the stage should also be reassigned.
7: Enter how many of the cases are to reassigned.
8: Click Move.
9: Click OK to close the window.
Introduced in version number 2015.8.7.1847 - 12/08/2015
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