Reminder Notes Reassignment

Use this utility to reassign all reminder notes, as of a specific date, from the current owner to a new owner. An example of using this utility is if the current owner is no longer with the company.

1. Select Microsoft Dynamics GP > Tools > Utilities > Service Management > Reminder Notes Reassignment.
2. Use the lookup window to select the Current Owner.
3. Enter From Date. The system will move all notes from this date to the current date.
4. Select Move.