Hi all,
We have a large and complicated set of lists that I created to segment my renewal notices. I'm training a new staff person to run the renewals, but we've hit a bit of a snag because she can't generate those lists herself, as she didn't create them. I know I could schedule them and probably will, but is there a way around this issue? A way to give her access to generate those lists, or to mass copy them under her name so we don't have to manually rewrite them all?
Thanks!
Beth
Beth -
Try the "Generate a List" report/utility (assuming she has access to that report/utility). No need for her to own the list or setup scheduled job.
http://www.tessituranetwork.com/Help_System/Content/List%20Creation%20and%20Management/Generate%20a%20List%20Report.htm
(the other!) Beth