Q: Why would I need to bulk assign Referral Contacts to a different representative?
A: You may need to transfer the assignment of Referral Contacts for several key reasons:
Staff Turnover: An existing staff member (Rep) has left the organization.
Role Change: A staff member is transitioning to a different role and their contacts need to be managed by a new rep.
Territory Adjustment: Contacts are being redistributed to balance workload or better align with new geographic territories.
Q: What are the steps to bulk reassign Referral Contacts?
A: Follow these steps to efficiently transfer all contacts from one Rep to another:
Navigate to Referral Contacts: Go to the Referral Sources module and click on Referral Contacts.
Filter by Current Rep: Locate the "Assigned to" column in the list view. Type the name of the Rep who currently owns the contacts (the one you are transferring from) into the filter box at the top of this column and press Enter.
Pro Tip: Confirm that the filtered list view only shows the contacts you intend to transfer.
Select All Contacts: Look to the far left of the list view, just under the yellow pencil icon (✏R◯). Click the small checkbox in the column header to select every contact currently displayed in the list view.
Open Mass Editing: Click the yellow pencil icon (✏R◯) on the left side of the screen. A new panel will open.
Select the "Assigned to" Field: In the new panel, click on the tab titled Mass Editing. Scroll down and locate the field labeled "Assigned to".
Choose the New Rep: Select the name of the Rep who will now be assigned all the selected contacts (the one you are transferring to).
Save Changes: Scroll to the bottom of the panel and click Save.
Q: How do I confirm the contacts were successfully reassigned?
A: After clicking Save, you must verify the changes:
The system may automatically refresh the list view. Check the "Assigned to" column to confirm the new Rep's name appears for all contacts.
If the list view did not automatically update, clear the filter in the "Assigned to" column and re-filter using the new Rep's name to see all the transferred contacts.
Pro Tips / Extra Help
Mass Edit Limits: If you are dealing with a very large number of contacts (e.g., thousands), the system may process the update in batches. You may need to repeat the selection and save process if the full list could not be selected at once.
Escalation: If you encounter an error during the Mass Editing process, please take a screenshot and contact your Dazos Support representative.