Bulk transfer of Follow Ups
PlannedIt would be good to be able to bulk transfer Follow Ups from one Admin to another. When an Admin leaves or changes positions within the office, Follow Ups will need to be transferred to another Admin person and currently the only way to do this is to do each follow up transfer manually.
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Hi Brooke, when you deactivate a user do you get the following pop up? This is how we bulk transfer.
I believe it would also be beneficial in the instance where we have staff movements, e.g. we have recently had a scenario where a team member has been allocated to a different department, so we don't want to deactivate her user account but we want to reallocate their tasks to another user.
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This feature however is not available against other user roles only 'Administration'. aXcelerate, can this feature of reallocating tasks when an administration user role si deactivated be replicated against all user roles. We assign user tasks / follow up tasks to trainers and anticipate also doing this to a sale rep role as well.
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