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Reassign Records
In eSalesTrack you may need to reassign records from one user to another. This changes the record owner field. If you are inactivating a user then you will definitly want to use this feature. In eSalesTrack it is easy to reassign a lot of records at once, as well as any records that are associated with those records. This way if a user is inactive you will still have access to that infromation.
To reassign records.
1. Open the module where the reocrds are located.
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2. Open or create a view to show the records that need to be reassigned.
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3. Check the boxes next the records or just click the "All" button to select all the records in the view.
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4. Select "Reassign Record Owner" from the Actions drop down menu.
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5. Under the "New Value" drop down select the new user that you would like to own the records in the future.
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6. You can check the boxes under the heading "Update these related records:" to also reassign anything that is related to the reocrds you are reassigning.
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See also
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