Changing Client Sales Operator

There is a way to change the Client Sales Operator using a report. This requires some familiarity using Collect!'s report writer. You can change the Sales Operator through a report using the report writeback feature.

1. Create a new report.

Name: Changing Client Sales Operator
Start on: Anywhere (*)

Report body:

@cl no total @n Client: @cl.cl @cl.na Sales Operator @cs.asitna // @EDITcs.asitna = HSE if (@cs.asitna = OWN)
@cl

2. Save the report and exit back to the Main Menu.

3. From the main menu, select Print from the top menu bar and then select Reports and Letters from the drop-down choices. This will display a list of all reports that you can print from this location in Collect!

4. Select the report you named Changing Client Sales Operator and run the report to Screen.

Caution! If any user is working a client, it will be skipped.

The first time you run this, it will do nothing to the database but will simply produce a list for you to visually go over to see what you may be affecting when you change the Operator ID for sales.

If the list is fine to you, you could print it for verifying later. You might want to have a backup made if you are going to affect lots of records.

5. If everything is all right, then select Print from the top menu bar and then select Edit Reports to view the list of all reports in the database.

6. Select the report you named Changing Client Sales Operator and click into the Report Body to open it. We will make a couple of changes to make the change happen.

7. Find the line as below.

// @EDITcs.asitna = HSE if (@cs.asitna = OWN)

8. First remove the forward slashes and space to bring the @ EDIT to the left edge.

9. At this point, you can change to values based on your requirements.

The HSE after the @EDITcs.asitna = is the Operator ID that Collect! will place in the Client Settings form in the field labeled Assign Sales ID to new accounts. Change this to the new sales operator ID you want to assign to the client.

Next, the OWN in the if statement is the operator you are replacing. So change this to the outgoing sales operator that you are looking for.

10. Select F8 to save the report and run it again. Now, the ID's will be changed in the Client Settings.

If you run the report again, no harm will be done and you can see the results when you view the output. You will be able to verify that all the old Sales ID's are gone and the new Sales Operator ID has been assigned.

See Also

- Client Settings Basics - Introduction To / Accessing Client Settings