Difference between revisions of "Change Record Ownership"

Revision as of 00:10, 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 - Take ownership yourself.
- Assign to User- Make another user the owner.
- Assign to Team- Assign the record to a team. Any member of the team can then claim the record.
For Cases and Tasks, you can add an optional comment, as well.
- Drag the bottom right corner of the box to make it larger.
- The comment is included in the notification message that goes to the new owner.

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

@@ Line 1: / Line 1: @@
 To transfer record ownership:
 # Visit the record to be transferred.
-# In the side bar
+# In the sidebar, click the arrow next to the '''Owner'''.<br>(Alternatively, click the '''Actions''' dropdown.)
+# Choose the assignment option:
+#* '''Claim -''' Take ownership yourself.
+#* '''Assign to User-''' Make another user the owner.
+#* '''Assign to Team-''' Assign the record to a team. Any member of the team can then claim the record.
+# For [[Cases]] and [[Tasks]], you can add an optional comment, as well.
+#* Drag the bottom right corner of the box to make it larger.
+#* The comment is included in the notification message that goes to the new owner.
 {{Note|It is also possible to [[Transfer Ownership for a Group of Records]].}}