Show/Hide Toolbars

Jim2® Business Engine Help File

Reassign Users Button


The card file Reassign Users feature allows you to reassign jobs, quotes and projects from one user to another. This can be for a specific date range, for example, when a user goes on holidays or perhaps is sick for an extended period, or it can be from today onwards, in the case where a staff member leaves. This will reassign only objects with due dates that fall within the period nominated here.



Note: The Date From must equal today or later – you cannot select a date prior to the current day.

1.To reassign a user, select the CardFiles tab in the ribbon, then click the Reassign users icon. The following form will open.

Reassign users

2.Select From User, and enter the user that you wish to assign from. Select the default To User (this can be left blank if you wish to assign different objects to different users), and enter the user you wish to assign to.

3.Enter the Date From/Date To (The Date From cannot be less than today's date), ie. the dates the user will be away.

4.Click Run – a list of related jobs, quotes, projects (machines), Items, tasks and project (machine) templates will then appear under their respective tabs, based on their due dates, ie. objects that have due dates that fall within the period you specified above.

5.In the User column of the lower grid, you can select the user you wish to reassign certain objects to. Leave empty if you do not wish to reassign.

reassign individual

6.When finished, click Reassign.



Reassigning tasks is slightly complex when it comes to recurring and Managed Service tasks. Reassign users automatically handles this situation, and will split recurring tasks for the given date range as required.


Further information:

Add a CardFile

Add A New User

Add CardFiles to Groups

Add Contact Details

Add Customer Details

Add Customer Specific Reports

Add Groups to a CardFile

Add Multiple CardFiles

Add User Details

Add Vendor Details

Auto Postcode/Suburb Lookup

Browse for a CardFile

Bulk Update CardFiles with BPAY Ref

CardFile Contact Types


CardFile Footer

CardFile Form Tabs

CardFile Header

CardFile List

CardFile Merging & Deleting

CardFile Options

CardFile Payment Terms

CardFile Price Levels

CardFile Reports

CardFile Security

CardFile Setup

CardFile Types


CardFiles at a Glance


Create a CardFile List

Export a CardFile List

Export Email Contact Report

Import CardFiles


Quick Add CardFile

Remove a CardFile

Set up Contact Types

Time Sheets

Timers and Labour

Use CardFile List Results

Update Multiple CardFiles

View CardFile Transactions

View or Edit a CardFile