Settings and activity
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32 votes
Martin Chapman
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23 votes
An error occurred while saving the comment Martin Chapman
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3 votes
Evan Jones
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Thanks for taking the time to add this to uservoice.
I’ll review this item again shortly in order to gauge support from other users.
Evan Jones
Martin Chapman
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When an employee leaves their client list is usually divided up between a number of staff members. With the need to update Assignments and Client responsibilities the number of changes runs in to the hundreds and sometimes will be into the low thousands. This year already we have processed over 3,000 changes. Historically these have been applied via a script however we have been informed by support that only changes made via CCH Central will actually update the cloud service. Given the volumes involved this isn't practical - nor is the current Bulk Update.
If it cannot be made possible for these changes to be made via a script then we require the need to upload a spreadsheet which would contain details of the changes that need to be made for Central to then process each of the changes line by line. Currently we produce a spreadsheet which details the team type (client or assignment), client code, client name, whether they are OneClick activated or not, assignment name, name of the current individual, their employee code, the responsibility type, a column for the replacement employee code and then the assignment code.