How to change link to Organization in Personal Details for multiple crew

Description

Sometimes it’s needed to re-link multiple crew members' profiles to a different organization unit. It’s possible to do it in Personal Details > Employment for each person, but there is also a handy tool that you can use to change the link to organization unit for multiple crew in one go.

Workflow

  1. Locate the crew profiles that you want to re-link. You can use the filtering function in the Crew List view for this:

a). When in Standard Crew list with the top organization level open as a client, filter the crew list on Organization Name and select the organization that you want to change (the “wrong“ one).

b). Use Tag all to tag all the filtered crew profiles:

2. Right-click anywhere on the crew list and chose Common Entry > Change Organization in the context menu:

You can also access this function from Tools > Common Entry on the menu toolbar:

3. In the screen that pops up click on the three dots and select the correct organization unit. Click OK:

As a result all the tagged crew profiles will be re-linked to the organization unit you have selected in Change Organization screen.