Difference between revisions of "Transfer Ownership for a Group of Records"
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This feature offers a way to assign or claim ownership of multiple records at one time. It is available in the [[Cases Object]] and the [[Tasks Object]]. | |||
To change ownership of multiple records: | |||
# | #In a View, click Checkbox(es) to select individual records<br>A pop-up appears showing the number of selected records and the object name. | ||
# | # Click the object name to display the list of additional actions, as shown here: | ||
# | #: [[File:MoreActions.png]] | ||
#Select one of the options. | |||
#* '''Claim - ''' A confirmation dialog appears. | |||
#* '''Assign Owner -''' Choose the new owner. | |||
Click | #Click'''[Ok]''' to complete the action |
Revision as of 23:55, 13 August 2013
This feature offers a way to assign or claim ownership of multiple records at one time. It is available in the Cases Object and the Tasks Object.
To change ownership of multiple records:
- In a View, click Checkbox(es) to select individual records
A pop-up appears showing the number of selected records and the object name. - Click the object name to display the list of additional actions, as shown here:
- Select one of the options.
- Claim - A confirmation dialog appears.
- Assign Owner - Choose the new owner.
- Click[Ok] to complete the action