We have a user with 122 accounts who will be retiring at the end of the year. I am trying to divide his accounts among 5 other users. What is the best way to do this?
Hi Abe Loewenthal,
How are you planning to divide these accounts? Should these be random? And how many accounts should each of the other users be assigned?
Thanks for responding to my question. The accounts will be divided up based on the capabilities of the remaining users. The number of accounts going to the other users will vary based on who can handle which accounts. Is there were some way of identifying which accounts would go to whom?
Abraham Loewenthal, Controller
Jarrett Industries, Inc.
11511 Cronridge Drive
Owings Mills, MD 21117
Ph. (410) 581-0303
Fax (410) 363-2080
Visit us on our Web Site at www.jarrettindustries.com
We would like to thank all our friends and associates on this, our 37th year anniversary in the Packaging Business.
If you do this process when terminating the current user, then you will only have the option to re-assign all the Accounts to one user. If you want to spread this amoungst multiple users, then I would suggest doing this by Mass Updating records via the Account ListView. In turn, here is an example what you could do:
1. Go to the Accounts ListView page.
2. Create a filter with two rows:
a. Assigned to: (user who is leaving).
b. **Type: Customer
3. Select all records remaining on the ListView (you may need to choose to Select all records).
4. Click the arrow at the top of the results and select Mass Update:
2016-11-23_1542 - SugarCRMSupport's library
5. Change the Assigned to user to be one of the 5 users.
You could repeat this process however you see fit until all of the Accounts have been re-assigned. You could check this by removing the second row of the filter, so we only see Accounts from the departing user - hopefully there will be no remaining Accounts in the ListView.
** Please note that this is just an example to use the Type. You could use other ways to filter the Accounts such as Industry, State, etc.
Hope this helps.
Thanks Chris, I did a sample and it looks like this might work.
Retrieving data ...