JobBOSS | Ideas

Utility that allows you to do a Mass Update of Account Manager in Customer Module

When an employee status is no longer active or they change positions, it would be nice to be able to change or remove them from being the Account Manager. Currently you have to do this for each customer and it is extremely time consuming.

  • Andy Knebel
  • May 14 2020
  • Future Consideration
  • Attach files
  • Tameilya Terrace commented
    May 21, 2020 16:35

    Way to do this quicker, w/o it being a JobBOSS feature:

    • pull an Excel report (query from your JobBOSS database) that lists all of your customers, their account managers and sales reps

    • Filter the report to show only the Account Manager name that you need to replace

    • On one monitor, keep that Excel file open, on a 2nd monitor, keep JobBOSS Customer module open

    • In the Customer module, make sure you have it open to the "new customer" window not the "search" window, and then you can use the following steps to quickly update your account manager or Sales Rep

    • 1/ highlight and copy first customer ID from your Excel report (CTRL+C)

    • 2/ click NEW in the JobBOSS Customer module, click in the Customer ID field and PASTE (CTRL+V) in that Customer ID; press TAB - that customer is open

    • 3/ Click in the Account Manager field and change it to the new name

    • 4/ Click SAVE

    • Repeat steps 1 thru' 4 until you've updated all required records; using this process, it takes only a few seconds per customer (depending on keyboard/mouse proficiency and the speed of your computer)

    • If you haven't taken the Excel Report Writing class from JobBOSS - I'd highly recommend it - it is a HUGE time saver for this and many other applications!

    Here is the SQL to pull this report :

    SELECT Customer.Customer, Customer.Name, Customer.Sales_Rep, Customer.Acct_Mgr

    FROM PRODUCTION.dbo.Customer Customer

    ORDER BY Customer.Customer, Customer.Sales_Rep

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