4/20/23

Transferring Tasks & Projects and Deleting Users

When someone leaves your firm, you'll want to ensure that their tasks and projects are transferred and that their user is deleted. Optimizer Kayla goes through the best practices, including how to do it manually, and also how to do it in bulk for users that have many tasks or projects on the go.

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Filevine Basics: Avoiding Duplicate Contacts

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Filevine Basics: Task Best Practices