Assign Account Operator

You are about to assign a batch of accounts to the Operator you selected.

The Operator field on each account will be filled in with the new Operator's ID code.

Any Contacts not yet completed and assigned to the previous account Operator will be reassigned to appear in the selected Operator's WIP List. The next time the Operator's To Do list is loaded, the new Contact will be displayed.

This function does not schedule new Contacts, only reassigns existing account Contacts.

This batch process may affect many accounts! Please make sure you are ready before proceeding.

Choose START to begin the batch Operator assignment.

Choose BACK to select a different range of accounts for this batch.

WARNING: Once you click START, there is no longer a Cancel option. Please ensure that you wish to proceed before clicking Start.

When updating accounts to individual Operators, NOT Teams, once you click Start, you will be given a prompt asking which field that you want to update. For Debtors, you can update the Operator field, which will also update the contacts to the new operator, and Sales. For Clients, you can update the Operator field, which will also update the contacts to the new operator, Assign Accounts to Sales, and Assign Accounts to Operator. The later 2 are part of the Client Settings form.

Prompt for Debtor Fields to Update

Prompt for Client Fields to Update

Help

Press this button for help on the Assign Account Operator dialog and links to related topics.

Back

Select this to return to the previous form. You can then alter your settings or choose to close the batch processing procedure without running a batch.

Start

Select this to begin processing your batch. According to the settings you have chosen, this will assign a batch of accounts to an operator.