The bulk job admin tool works however, is not nearly as effective as having the ability to perform an import. We would like an import template be created that allows us to udpate Existing Jobs. The Updates should include General Details, Partner\Manager\InCharge as well as an ability to import due dates, deliverables, and role assignments.
Date
Votes
1 comment
-
Stephanie Hartje Strongly agree! We are currently in the process of changing the manager and in-charge on about 300 clients using the Update Partners & Managers tool. Say each one takes 2 minutes that's 10 hours of time. The import takes 5 minutes max.
Please sign in to leave a comment.