Forum Discussion

Jessicapaige's avatar
Jessicapaige
User
4 years ago

Bulk transfer of clients from one manager to another but not ALL clients.

Thank you for your post.   At present in AE Practice Manager, you can run a bulk responsibility transfer from one Partner/Manager to another from an effective date. The way this function works i...
kyla's avatar
kyla
MYOB Staff
4 years ago

Hi Jessicapaige 

 

There is no bulk update available for departments.   

 

The options available are to get a custom script written for you to update a list of clients, which can be arranged by your Client Manager or manually change the department on each client.