Common Data > Customer
Assign Customer By Batch
Posted by i3Teamworks Admin on 28 Sep 2018 2:56pm

In i3TW, each Customer is owned by a Staff. If you wich to transfer/change the ownership (in bulk), follow below steps.

 

1. From your Main Dashboard, go to Common Data and click on Customer

2. Click Manage Customer and click Batch Assign tab 

3. Sort your Customer by changing the Filters.

                

4. Follow the guide:

  • Select the New Employee (you would like to assign the Customer)
  • Tick the Customer
  • Click on Assign button

                 

**Note: If you have multiple page of customer display, do the Assigning page by page