Assign Account Operator

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Examples & Tutorials

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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.

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.