Employee changes

[Mark Rowe]

What I am getting at is not to change any history but I do need the CSR codes changed on the customer and policy screens to reflect who is servicing the account now otherwise every time you enter an activity the old CSR code goes on the activity.  I must be missing something because it seems like this should be pretty easy to accomplish.

I think you are looking for the Workload Reassignment Utility then.  It wouldn't hurt to call support, however, since that kind of thing is what you pay them for!

Thats what I ran....it didn't do it.

[Jan Regnier]

It looks like there may be an issue with this utility - some issues on KB..where it's not doing what it is supposed to do.  No solutions...

[Bob]

CSR workload reassignment utility is a joke.

I had to do a project in which we renamed CSR's (leaving TAM and cleaning up), I ran 6 times and it failed to change many..   After many more attempts I gave up let a part time kid update them.  So sick and tired of TAM we've moved on.