02-02-2011 06:21 AM
We hired a new salesperson who is taking over a database that was maintained by one person. they want the new salesperson to have their own records etc, but also would like them to be able to check on the alarms of the other person who he replaced. can deleting and reassigning the records to the new user take care of this or is there something else that must be done?
dan is the old sales person who has left fhe company
darren is the new sales person replacing dan
when darren logs in he has his own username
they would like darren to be made aware of the alarms dan has left behind.
02-02-2011 09:05 AM
As a general rule you don't want to delete Dan and reassign to the new user. If you do, everything where Dan is the record manager (notes, history, etc.) will be reassigned to the new user. Better to create the new user, filter to task list to show everything assigned to Dan and change each activity one at a time to the new user and then disable Dan as a user.
02-02-2011 09:29 AM
Another option is for the new user to filter his calendar to show his activities and Dan's. As needed/desired, new user can change them to reflect him as the assigned to party. This way, he's not wasting valuable income-generating time doing administrative work.
Believe Dan's activities will even show up if he is made an inactive user.
02-18-2011 01:58 AM