01-15-2009 01:47 PM
Last time I had a problem everyone was a big help so im hoping there is another solution to my problem. I'll do my best to explain the situation. I assign an activity series to each one of my clients to be done. I have just hired a new employee and bought another copy of ACT. I now want my new employee to handle lets say steps 2 and 5 of the activity series. I have changed the schedule for in the activiy series template so all my new clients will have the tasks assigned properly.
My question/problem is what about steps 2 and 5 for all my old clients. They all have the same regarding in the task list so I can highlight them all but I don't know how to schedule them for another user via task list. I would just manually change them if there were only a few but there are a couple hundred, yikes! Is it possible to re-assign the user for these already scheduled tasks?
Thanks in advance!