Step 1: Download a Client Detail report
This report will give you a spreadsheet of all the latest product agreements on your office.
You can also filter on Responsible Partner or Agreement
Step 2: Fill the spreadsheet
On this spreadsheet, you add a column per field you would like to update/replace.
For example:
Please do not override the current/old information , as we require it to identify what value to replace.
You can change these items:
Agreement*
Responsible Partner*
Referrer*
Product Category
Client ID Number
Inception Dates
*these items will be changed from a specific date. Items without * will be changed for all dates on Commspace.
Step 3: Send to Commspace
Now you can send your report to Commspace, as well as indicating from when you'd like these changes to be effective.
As always, feel free to contact to contact [email protected] if you have any queries. 😊