Difference between revisions of "Transfer Employee Data"
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[[Transfer Employee Data]] | [[Transfer Employee Data]] | ||
</menu> | </menu> | ||
| − | == Overview == | + | == Overview == |
| + | |||
| + | The Transfer Employee Data button enables the User to Transfer all To Do's and Appointments from one Employee to Another, if the need arises. This button is located in the Employee Tab. | ||
| + | |||
| + | *Click on Employee tab | ||
| + | *Select the Transfer Employee Data Button | ||
| + | |||
| + | '''How to Transfer Employee Data''' | ||
| + | |||
| + | *Select the Employee you wish to Transfer the Data from. Then select the Employee you wish to Transfer the Data | ||
| + | |||
| + | To from the drop down menus. | ||
| + | |||
| + | *Then Select the Data to transfer, To Do's and /or Appointments/follow ups. Then click Transfer. | ||
| + | |||
| + | *All the [[To Do's]] and or Appointments will be transferred to the New Employee. | ||
Latest revision as of 16:21, 9 March 2011
Overview
The Transfer Employee Data button enables the User to Transfer all To Do's and Appointments from one Employee to Another, if the need arises. This button is located in the Employee Tab.
- Click on Employee tab
- Select the Transfer Employee Data Button
How to Transfer Employee Data
- Select the Employee you wish to Transfer the Data from. Then select the Employee you wish to Transfer the Data
To from the drop down menus.
- Then Select the Data to transfer, To Do's and /or Appointments/follow ups. Then click Transfer.
- All the To Do's and or Appointments will be transferred to the New Employee.
