Bulk change of CSR codes

[Andrew Carrick]

I don't think there is a utility for this (change of internal teams) so does anybody have a work-around? I'm not familiar with DB3 (or whatever it's called these days).

[DebAmstutz]

There's a CSR workload reassignment utility that must be accessed outside of TAM that we have used before.  It's not fast, but it is useful, at least the last time we needed it, it was.  Also the Change Activity File utility in Reports can reassign the open activities-it can run as part of Night Utilities.

[Andrew Carrick]

Indeed, and very fine they are too but it was the Policy screen CSR codes that we want to change 

[Sherry Burrell]

The CSR workload assignment does that - it updates the policy detail CSR and the Account CSR

[Andrew Carrick]

Then I had underestimated it! I always thought it was just for Activities. Thank you Deb and Sherry.

[Lance Bateman]

It will change the CSR code everywhere it finds it, within the parameters you give it.  Sometimes it's too broad.  It won't change closed activities.
Question - are you actually re-assigning?  Or are you just changing the code from one to another?  If changing the code from one to another, you could use the rename utility.