Difference between revisions of "Change Record Ownership"

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'''{Select Object} > {Select Record} > Owner field: [Change]'''
To transfer record ownership:
# Visit the record to be transferred.
# In the sidebar, click the arrow next to the '''Owner'''.<br>(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.<br>The comment becomes part of the case record, and is included in the notification message that goes to the new owner.


When ownership is transferred, the new [[Record Owners|Record Owner]] will own:
{{Tip|Drag the bottom right corner of the box to make a larger area to type into.}}
:* 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
''Learn more:'' [[Transfer Ownership for a Group of Records]]
:*''Completed activities will '''not''' be transferred.''

Latest revision as of 00:24, 28 May 2014

To transfer record ownership:

  1. Visit the record to be transferred.
  2. In the sidebar, click the arrow next to the Owner.
    (Alternatively, click the Actions dropdown.)
  3. 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.
  4. 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.

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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