Difference between revisions of "Change Record Ownership"

Revision as of 00:03, 28 May 2014

To transfer record ownership:

Note: It is also possible to Transfer Ownership for a Group of Records.

@@ 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 side bar
-:*''Completed activities will '''not''' be transferred.''
-:''Learn More:'' [[Transfer]] ownership of one or more records
+{{Note|It is also possible to [[Transfer Ownership for a Group of Records]].}}