Hello,
Is there a way to bulk change the primary worker on a plan in v15? We just had a fundraiser leave, so I need to transfer all of her plans over to other gift officers. They're not all going to the same person. I already used the worker tab in the plans maintenance module to add the new workers onto the plans, but the departed officer is still the primary.
Any advice would be appreciated. I'd also be open to using SQL if anyone has ideas on how to structure it.
Thanks,
Megan
Megan,
At present in Plans Maintenance you can only add new Workers. If the Plan has no Workers assigned and you're adding Workers via Plans Maintenance then that first Worker becomes the Primary. Here's the documentation on current functionality. There has of course been discussion on extending this functionality to manage Workers but we don't have a timeline on that yet. If you do have a large number of Plans that need updating and you don't want to do it all via Tessitura, I would suggest you get in touch with our Consulting folks, I know they have field a few of these types of requests in the past.
Dale