AgileApps Support Wiki Pre Release

Difference between revisions of "Change Record Ownership"

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'''{Select Object} > {Select Record} > Owner field: [Change]'''
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.''
'''Learn More:''' [[Transfer]] ownership of one or more records

Revision as of 00:34, 14 August 2013

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.

Learn More: Transfer ownership of one or more records