9

Download Opportunities and Attorney Information into Excel File From AfHQ

  • Live

K
Kaitlin Mottola

Would love to have the ability to "Select" both the opportunities on the My Workspace tab as well as attorneys on the My Bench tab and download that info into an excel file again. That was a tool I used all the time, specifically as a way to easily create a table of all relevant info to pass on to another TSP who covered for me during PTO, as well as an easier way to look at information/data for various reasons.

A

Activity Newest / Oldest

Avatar

Madeleine Ruddle

Marking as Live because this functionality already exists - if anyone who has voted for it would like me to help them do it I am happy to!


Avatar

Madeleine Ruddle

Status changed to: Live

Avatar

Madeleine Ruddle

Hi Kaitlin - you should be able to do this on the 'Opportunities' page by filtering to opportunities owned by you. My Bench still has the download functionality - you just have to select all - let me know if you need help finding this!


  • K
K

Kaitlin Mottola

Thank you! That works!


Avatar

Madeleine Ruddle

Status changed to: Reviewed

G

Gayla Reeder

YES - I think we all (or at least the Specialty team) uses this to share with our coverage colleagues when we are on PTO.