Bulk change of CSR codes

Started by Andrew Carrick, May 24, 2012, 06:42:50 AM

Previous topic - Next topic

0 Members and 2 Guests are viewing this topic.

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).
Jelf Insurance Partnership
Hull, East Yorkshire, UK
Me and TAM used to have a thing but we've split amicably. She got the kids, I got the Camaro and the maid.

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.
Deb Amstutz
Missing TAM 5 days a week

Andrew Carrick

Indeed, and very fine they are too but it was the Policy screen CSR codes that we want to change  :)
Jelf Insurance Partnership
Hull, East Yorkshire, UK
Me and TAM used to have a thing but we've split amicably. She got the kids, I got the Camaro and the maid.

Sherry Burrell

The CSR workload assignment does that - it updates the policy detail CSR and the Account CSR
Sherry Burrell
Oakbridge Insurance Agency-Duluth GA
Epic Online w/CSR24, +500 users

Andrew Carrick

Then I had underestimated it! I always thought it was just for Activities. Thank you Deb and Sherry.
Jelf Insurance Partnership
Hull, East Yorkshire, UK
Me and TAM used to have a thing but we've split amicably. She got the kids, I got the Camaro and the maid.

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.