Can I assign a Work Team to all existing jobs without going to them individually?
Userlevel 6
+9
- Superstar
- 165 replies
-
4 January 2023
I would reach out to your CSM to see if they can assign the Work Team in bulk. I’m not aware of a way to bulk update it on our end.
I hope this helps :)
Kim
Userlevel 7
+13
- Sr. Community Champion
- 340 replies
-
5 January 2023
We have had Karbon help us with bulk updating our client list data. They will send you an Excel spreadsheet with your current data. You can make changes and add additional information where it is missing. You send the spreadsheet back with your changes and they will update it for you. Your CSM can walk you through the whole process.
Reply
Sign up
Already have an account? Login
Use your Karbon account to log in to the Community.
KARBON LOGINEnter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.