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Bulk Reassign Follow-Ups

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You can reassign multiple follow-ups (open and closed) to a new person or group with one command (bulk reassign) from either the Open Follow-Ups window (see Open Follow-Ups) or the Search Results window that is displayed following a Follow-Up Search (see Follow-Up Search).

To bulk reassign follow-ups:

  1. From the Open Follow-Ups window or Search Results window, filter the displayed follow-ups to exclude any follow-ups that you do not want to include in this bulk reassignment.

  2. Right-click on any row and select Bulk Reassign Follow-Ups. This displays a confirmation message that indicates the number of follow-ups to be reassigned (all open and closed follow-ups currently displayed on the Open Follow-Ups or Search Results window).

  3. Click Yes. This displays a dialog box for re-assigning the follow-ups.

  4. Select the user or user group you want the follow-ups reassigned to from the drop-down list.

  5. Click OK.