Reassign Account Managers

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This function will work on any object list where the Account Manager appears in the header. In this example, we will reassign Account Manager on CardFiles.

 

Create a cardfile list, filtered by the Account Manager you wish to change, then right click within the grid and select Export CardFile Data.

 

reassignaccmgr

 

This will export to a spreadsheet. Here, change the name in the Account Manager column to the new account manager. Delete any rows that you do not wish to change.

 

Save the file, then in Jim2 go to Tools > Import Data > Import Destination: CardFile. Select the spreadsheet from above, then, at Step 4/5 after loading the data, select 'Synchronise'.

 

sync

 

Further information

Accounts

Assets

Banking

CardFiles

Copy Move Merge

Dashboard

Documents

Donations of Stock

eBusiness

Email (inc. Archiving)

Enter Workers Compensation

Export a Report

Export Data

Factor a Procedure with 3rd Party Debtor Finance

Give a Customer a Permanent Discount

Invoicing

Items

Jobs

Management

Manufacturing

Pay Commission to a Contractor

Projects

Purchases and Expenses

Quotes

Record a Customer Rebate

Record a Vendor Rebate

Record Commission Payment from Vendor

Record Commission from Vendor

Scheduling

Sell and Redeem Gift Cards

Standard Form Buttons

Standard Object Footers

Stock