Search through more than a hundred articles on every aspect of Agentcis

Prashant Manandhar
Written by Prashant Manandhar

How can I change assignee for multiple clients in bulk?

You can change the assignee for multiple clients at once in Agentcis. To do so, follow the steps given below.

Step 1: Go to the Clients tab on the side navigation bar

Step 2: From the clients' list, select the clients whose assignee you want to change by clicking on the check box

Step 3: After you have selected all the clients you want to change the assignee for, click on the Change Assignee button on top of the clients' list

Step 4: Select the new Assignee to whom you want to assign the clients from the dropdown list

Step 5: Click on Approve

This will change the assignee for all the selected clients in bulk.