Tech Support > Microsoft Windows > Windows CRM > Account Re-assignment and Child Object Re-assignment
Account Re-assignment and Child Object Re-assignment
Posted by Jason Mutchler on January 11th, 2004


Has anyone else experienced this situation or noticed it...
We have approximately 2000 accounts; most with a dedicated Account Manager
covering them. In addition, we have a team of Inside Sales and Technical
resources that deal with all accounts. At times (new Account Manager,
Account reorganization) the account ownership needs to be changed. This is
all well and good; however, when you reassign an account ALL CHILD OBJECTS
are also reassigned. This is fine for contacts and maybe even
quotes/orders/invoices; however, why would we want all child activities also
reassigned?

This is especially troublesome when we are doing workflow or saleprocesses
in which we now have activities that were intended to be assigned to a
particular user end up being reassigned to the account manager.

Ideally, it would only reassign contacts - however, the ability to select
which child objects you wanted to reassign would be best solution.

Anyone have a way to address this? Otherwise, reassigning of an account or
contact is useless.

Thanks in advance,
Jason Mutchler


Posted by Dave Carr on January 14th, 2004


Yes, I experienced the same thing during testing of 1.0,
and because of this, I did NOT specify ANY workflow that
change ownership. I agree this is a MAJOR problem that,
if it was a design feature, was an extremely poorly
implemented one.

At the very least, it should only reassign records that
had the old user as the owner. Ideally, it should pop up
a dialog that lets you check which sub-records you want
to reassign.

(Oh, and don't try to go around this, and update any
owner stuff in the back end DB. At least not if you have
more than 1 BU. The security descriptors,
owningbusinessunit, and who knows what else are involved
figuring out who can see the record. What a mess I made
of my prototype system when I did this!)

Sorry man, I feel your pain...

Dave


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