Difference between revisions of "Change Record Ownership"
From AgileApps Support Wiki
imported>Aeric |
imported>Aeric |
||
| Line 2: | Line 2: | ||
When ownership is transferred, the new [[Record Owners|Record Owner]] will own: | When ownership is transferred, the new [[Record Owners|Record Owner]] will own: | ||
* all open activities (tasks and events) for this resource that are assigned to the current owner | :* all open activities (tasks and events) for this resource that are assigned to the current owner | ||
* all notes and attachments for this resource that are assigned to the current owner | :* all notes and attachments for this resource that are assigned to the current owner | ||
*''Completed activities will '''not''' be transferred.'' | :*''Completed activities will '''not''' be transferred.'' | ||
Revision as of 18:53, 8 June 2011
{Select Object} > {Select Record} > Owner field: [Change]
When ownership is transferred, the new Record Owner will own:
- all open activities (tasks and events) for this resource that are assigned to the current owner
- all notes and attachments for this resource that are assigned to the current owner
- Completed activities will not be transferred.