Difference between revisions of "Change Record Ownership"
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# In the sidebar, click the arrow next to the '''Owner'''.<br>(Alternatively, click the '''Actions''' dropdown.) | # In the sidebar, click the arrow next to the '''Owner'''.<br>(Alternatively, click the '''Actions''' dropdown.) | ||
# Choose the assignment option: | # Choose the assignment option: | ||
#* '''Claim -''' This option appears for records that | #* '''Claim -''' This option appears for records that are unassigned or assigned to a team. Use it to take ownership yourself. | ||
#* '''Assign to User-''' Make another user the owner. | #* '''Assign to User-''' Make another user the owner. | ||
#* '''Assign to Team-''' | #* '''Assign to Team-''' Give ownership to a team. Any member of the team can then claim the record. | ||
# For [[Cases]] and [[Tasks]], you can also add a comment.<br>The comment is included in the notification message that goes to the new owner. | # For [[Cases]] and [[Tasks]], you can also add a comment.<br>The comment becomes part of the case record, and is included in the notification message that goes to the new owner. | ||
{{Tip|Drag the bottom right corner of the box to make a larger area to type into.}} | {{Tip|Drag the bottom right corner of the box to make a larger area to type into.}} | ||
''Learn more:'' [[Transfer Ownership for a Group of Records]] | ''Learn more:'' [[Transfer Ownership for a Group of Records]] | ||
Latest revision as of 00:24, 28 May 2014
To transfer record ownership:
- Visit the record to be transferred.
- In the sidebar, click the arrow next to the Owner.
(Alternatively, click the Actions dropdown.) - Choose the assignment option:
- Claim - This option appears for records that are unassigned or assigned to a team. Use it to take ownership yourself.
- Assign to User- Make another user the owner.
- Assign to Team- Give ownership to a team. Any member of the team can then claim the record.
- For Cases and Tasks, you can also add a comment.
The comment becomes part of the case record, and is included in the notification message that goes to the new owner.
Tip: Drag the bottom right corner of the box to make a larger area to type into.
Learn more: Transfer Ownership for a Group of Records