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Transferring a Personal Values List

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Transferring a Personal Values List

Postby zextrot » Fri Apr 08, 2011 1:40 pm

Does anyone know how I can give my personal values list of accounts to the new person taking over my territory?

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Re: Transferring a Personal Values List

Postby The Prince Of Darkness » Mon Apr 11, 2011 12:42 am

The easiest way, but arguably not best practice, is to give the new person your user name and password.
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Re: Transferring a Personal Values List

Postby zextrot » Mon Apr 11, 2011 7:55 am

Well, I cannot let them use my account.
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Re: Transferring a Personal Values List

Postby swright » Mon Apr 11, 2011 3:33 pm

You are only half right in posting here.

No one here has any values, but we can get rather personal.
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Re: Transferring a Personal Values List

Postby Craig » Mon Apr 11, 2011 4:01 pm

On a serious note, you'll probably just have to use the personal list to create worklist, copy it to excel and send it to him. Then he can input them into his personal list. He can copy and paste maybe from Excel into his list maybe.

It shouldn't be that difficult and its a one-time thing so he shouldn't squeal too much about having to manually enter them.

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Re: Transferring a Personal Values List

Postby Count » Tue Apr 26, 2011 10:47 pm

swright wrote:but we can get rather personal.


*sigh* one can always dream ..... :wink: :wink: :lol:
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