How can we easily transfer data from a previous employee who is no longer in the company to a new employee that was hired?
Currently they transfer the data manually to the new employee, was thinking of a way to automate this process for new hires that are replacing older employee's.
Nelson shared this idea · May 30, 2019
Comments
1 comment
Hi Nelson,
Thank you for reaching out! The way to accomplish this will depend on the way your data is set up. If you are changing the value of a relationship field and are looking to do that in bulk, you can use the quick filter feature as well as the bulk update feature to quickly reassign records to a different parent record. For your reference, I have provided a couple of links to our Knowledge Base with information about quick filtering and updating records in bulk.
How to Use Quick Filters
How to Bulk Edit/Delete Records
If you would like for a member of our Support Team to take a look at your account and provide a more detailed response, please send the details of your request to support@trackvia.com
We look forward to hearing from you!
Regards,
Cristina
Please sign in to leave a comment.