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How to change Client Partner or Client Manager in bulk

Article ID
ias-12459
Article Name
How to change Client Partner or Client Manager in bulk
Created Date
13th June 2017
Product
IRIS Practice Management
Problem
How to change Client Partner or Client Manager in bulk
Resolution

Please follow these steps to change Client Manager or Client Partner in bulk:
1. Open Practice Management
2. Select Launch | Data Mining
3. Click Find
4. Highlight all of the clients that you want to change
5. Right click and select Set Categories
6. Enter in the Staff id of the new Client Partner or Client Manager (or both)
7. Click Set Categories

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