- Changing Account owner also changes contact owner (and activity owner)
- Posted by Sanne on October 4th, 2006
Hi,
When I change the owner of an account, CRM also changes the owner of
the contacts within that account and changes the owner of the
activities that are connected to the contact.
Is this behavior by default? (I can't Imagine).
Sanne
- Posted by Scott Moore: JourneyTEAM - EASI on October 4th, 2006
This is the default behavior. This is a nice feature when you lose an
employee and need to reassign that employees accounts and all their
sub-records to a replacement.
Have you tried sharing the account record in question? What is your
goal by reassigning the account but not the other related records?
- Scott
www.easiintl.com
Sanne wrote:
- Posted by Bullitt Fitzhugh on October 19th, 2006
Sanne,
This is the default behavior of a Parental relationship between Account and
Contact. This can me changed to "Configurable Cascading" to give you control
of this type of behavior.
--
Bullitt Fitzhugh
MBS Certified Master- CRM 3.0
"Sanne" wrote:
- Posted by mchua on November 22nd, 2006
Bullitt,
Can you step us through how to setup the cascading effect? We want to be
able to maintain the Owner for the past activities even after the account
were re-assigned. This way, the new Owner of the account will not be hold
responsible for the activites set by the previous owner.
Thank you.
Michelle
"Bullitt Fitzhugh" wrote:
- Posted by mchua on November 22nd, 2006
"Sanne" wrote:
- Posted by mchua on November 22nd, 2006
I found the solution from one of the threads and have successfully made the
changes. Thank you.
"Sanne" wrote:
