Click on Images to Expand Them
This section provides instructions on reassigning reps to different clients in bulk.
1 | Navigate to one of the Change rep domains.
| Change Rep Domains |
2 | Select the rep code, or rep codes you would like to edit. Are you missing required report columns?
| Rep Code Domain Page Select Rep Codes to Edit |
3 | Click the Export menu and select (XLS)-Current Fields from the drop-down list. UNKNOWN ATTACHMENT (XLS) All Fields: If you select (XLS)-All Fields, you MUST remove rows that you DO NOT want to process. Open the spreadsheet in Excel and update the remaining rows with any changes. Add any new line items. In the Process Type column, enter either “Add,” “Remove,” or “Replace.”
| Export Fields Button |
4 | Save the file as a .CSV, NOT as an .XLS file and close Excel. | Saving the file as a .CSV |
5 | Change the file extension from .CSV to .RCG. Changing File ExtensionsWindows Users
Mac Users
| Changing the File Extension |
6 | Click on New. Select Upload File from the dropdown list. Click on Add File(s). Select the file you want to upload. Click Start Upload. Rep reassignments will be processed. SSN/TIN: If the SSN/TIN does not match what is already in the system, then the requested changes will be ignored. | Uploading Files |
7 | Navigate to the load report to check that all changes were successful. Administration> Reports> Load Report Definitions: Columns
| Load Report |