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10.1. Edit Owners
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10.1. Edit Owners

To change the ownership of CRM items in the most efficient way possible, go to CRM > Utilities > Edit Owners. The following screen will appear:

Edit Owners utility

When changing the ownership of CRM items, you are presented with the following options:

Owner

Specify the owner whose ownership of CRM items you want to change.

New Owner

Specify the name of the user who will be the new owner of the CRM item(s).

In the following categories

To display CRM items owned by the specified owner, select from the following CRM categories:

Project

Select to show projects owned by the specified owner.

Contact

Select to show contacts owned by the specified owner.

Task

Select to show tasks owned by the specified owner.

Incident

Select to show incidents owned by the specified owner.

Account

Select to show CRM accounts owned by the specified owner.

Opportunity

Select to show opportunities owned by the specified owner.

The following buttons are unique to this screen:

QUERY

Select to generate a set of results, using the specified parameters.

MODIFY

Highlight a record in the displayed list and then select this button to change the ownership for that record.

MODIFY ALL

Select this button to change the ownership for all the records displayed in the screen.

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10. Utilities Home 10.2. Create Recurring Items