If you need to relocate your ClientPoints to a different Workspace, ClientPoint’s Bulk Edit feature makes the process straightforward. This guide provides detailed steps for moving ClientPoints from one Workspace to another, allowing you to keep your information organized and accessible within the correct Workspace.
Why Move ClientPoints Between Workspaces?
Moving ClientPoints between Workspaces is essential when your work processes or team structure changes, ensuring that ClientPoints are in the correct Workspace for accessibility and collaboration. For example, if you’ve transitioned a project to a new team, or reorganized departments, moving ClientPoints to the appropriate Workspace streamlines workflow and makes it easier for the right team members to find and use the resources they need.
Steps to Move ClientPoints Using Bulk Edit
To move your ClientPoints between Workspaces, follow these simple steps:
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Access the Manage Menu
- Start by navigating to the Manage menu on the ClientPoint platform.
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Click Bulk Edit
- In the Manage Toolbar, select the Bulk Edit option. This function allows you to make edits to multiple ClientPoints at once.
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Select the ClientPoints to Move
- Choose the specific ClientPoints you wish to move. You can select one or multiple ClientPoints depending on your requirements.
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Move ClientPoints
- Click the Move ClientPoints button to initiate the transfer.
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Select the Destination Workspace
- A prompt will ask you to select the Workspace where you want to move the selected ClientPoints. Choose the appropriate Workspace from the list provided.
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Review Segment Compatibility
- If your ClientPoints contain Segments (such as Custom Fields, Services, or Divisions) that aren’t available in the new Workspace, you’ll receive a notification. This means that any custom attributes that do not exist in the destination Workspace won’t be transferred. To ensure all segments move with the ClientPoint, confirm that the necessary segments exist in both the original and destination Workspaces.
Note: Moving ClientPoints without matching segments in the destination Workspace may result in some loss of segment-specific data.
Additional Information
- Understanding Workspaces: Workspaces in ClientPoint serve as virtual folders to organize ClientPoints by team, project, or department, enhancing focus and efficiency. Learn more about how to set up and use Workspaces effectively to maximize productivity.
- Navigating Between Workspaces: ClientPoint makes it easy to switch between different Workspaces so that you can access the information you need without hassle. For further information on navigating between Workspaces, refer to the dedicated guide.
Need Assistance?
If you have any questions about moving ClientPoints or encounter any issues, feel free to reach out to ClientPoint support at support@clientpoint.net.