Use the Clients tab under the Client Groups submodule to update client dimensions for all jobs.
To use the Client Groups submodule, you must have access to
Settings as defined in the User Access Rights submodule under
Settings.
To update the client dimension for all jobs:
-
On the main toolbar, click
Settings
.
-
If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the client group dimension that you want to update for all jobs.
-
In the left pane of the Settings screen, click
.
-
Click the Clients tab.
-
Highlight the client whose dimension you want to update for all jobs and click
Apply as dimensions value on jobs
.
-
In the Apply as Dimensions Value on Jobs dialog box, double check the selected scope and if no changes are needed, click
OK.
-
In the confirmation dialog box, click
Continue anyway.
Note: This action cannot be reversed.