Cleaning up agencies and personnel. When personnel no longer work with agencies it is important to remove them from picklists to keep your picklists more manageable within cases. When removing agencies and personnel they are not being deleted just removed from the active list and pick lists. See the attached video tutorial.
Removing Agencies and Personnel from Pick Lists Video Tutorial Print
Modified on: Fri, 21 Feb, 2025 at 11:33 AM
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