Difference between revisions of "Change Record Ownership"

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.

@@ Line 1: / Line 1: @@
-When ownership is transferred, the new [[Record Owners|Record Owner]] will own:
+To transfer record ownership:
-:* all open activities (tasks and events) for this resource that are assigned to the current owner
+# Visit the record to be transferred.
-:* all notes and attachments for this resource that are assigned to the current owner
+# In the sidebar, click the arrow next to the '''Owner'''.<br>(Alternatively, click the '''Actions''' dropdown.)
-:*''Completed activities will '''not''' be transferred.''
+# 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.<br>The comment becomes part of the case record, and is included in the notification message that goes to the new owner.
-:''Learn More:'' [[Transfer]] ownership of one or more records
+{{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]]