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Mass Transfer Contracts From/To Employees   
Page last modified on Wednesday, May 26, 2021 3:20 PM (by Adam Widmeier) (initially created on Tuesday, September 6, 2016 11:25 AM)
Assigned to: Mass Transfers & Updates for Contracts
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Mass Transfer of Employee Assigned to Contracts

Contract Insight supports the ability to mass transfer contracts from one employee to another employee.

To start transferring contracts:

1.  Log in as an application administrator.
2.  From the Manage/Setup top navigation menu item, select Account Maintenance.



3.  Click Transfer Contracts on the side menu.





Option 1: Transfer Contracts by Employee

1. Using the From drop down menu, select the employee from whom you would like to transfer the contracts.
2. Using the To drop down menu, select the employee to whom you would like to transfer the contracts.
3. Click Process Transfer .

 

 


*Please NOTE: this process CANNOT be undone or reversed.


Option 3: Mass transfer contracts to employee based on field values

01.  Using the Based On drop down menu, select the desired field name.
02.  Using the "Where Equals" drop down, select the value of the field selected in the previous step. The value will determine which contracts are to be transferred.
03.  Using the Transfer To drop down menu, select the employee to whom the contracts will be transferred.
04.  Click Process Transfer

 


*Please NOTE: this process CANNOT be undone or reversed.



 
   
 
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CobbleStone Software |  Contract Insight Wiki |  version: 17.1.1.171020
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