Adding Work Team

  • 3 January 2023
  • 2 replies

Can I assign a Work Team to all existing jobs without going to them individually? 

2 replies

Userlevel 6
Badge +9

@Christopher Galie welcome! 

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 :)


Userlevel 7
Badge +13

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.