Reassign Contacts for Group Debtors
Posted by Linda on 11 July 2008 04:50 PM
Q - Is there a way to make sure that after I group accounts together, all of the accounts in a particular group will be worked by the same operator?|
A. You can create a report that starts on ANYWHERE as shown below. This "Reassign Contacts for Group Debtors" report is also shipped with the Demo. It may be used to reassign contacts for all group members. The report stores the Operator ID for Group Member 1 and assigns this to all In Progress contacts for other members in the group.
//Start on: Anywhere
@varGroup# = 0
@varOp* = ""
@varGroup = @de.gr if ( @de.gr = 1 .. 999999 )
@varGroup = 999999 if ( @de.gr = 0 )
@de no total where ( @de.gr = @varGroup ) where ( @de.gm = 1 .. 9999 )
@varOp = @de.op if ( @de.gm = 1 )
@de.con where ( @co.do = no )
@EDITco.co = @varOp