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

[Jessicapaige]

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 is that it will transfer ALL clients associated to the old Partner/Manager, and transfer these clients to the new Partner/Manager.  Unfortunately, you can not manually select which clients you wish to transfer.

If this what you are after, then refer to KB 33769: How do I run a bulk Responsibility Update to globally change the Manager or Team Member at...

If this function does not meet your requirements, then you will need to manually change the responsibility for each client.

[kyla]

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.