Author Topic: Speed up Assignments  (Read 6939 times)

Annette

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Speed up Assignments
« on: September 20, 2021, 10:49:30 AM »
This post is applicable in the Cloud database's Windows App as well as in the Legacy database.

At the beginning of the year there a lot of 'assignments' that need to be made. Below are some tips to speed up that process.

Instead of opening each member to assign a handbook, team color, leader assignment, etc. Use the right-click pop-up menu options from the main Clubbers (or Leaders) grid.

Speed up the process more by handling multiple members at one time. Customize the grid
 (https://www.approvedworkman.com/forum/index.php?topic=2217.0) and use the multi-select capabilities (https://www.approvedworkman.com/forum/index.php?topic=389.0). Once a group of records is selected, right click on one record to access the pop-up menu. From there set the role's team color, team name, leader assignment or assign a handbook to all selected members at once.
« Last Edit: September 12, 2023, 03:21:27 PM by Annette »