There were several threads and it was quite a big issue for version 1.2
about being able to reassign the owner of an account and not have a
cascading effect on all related records (ie, opportunities, contacts).
There was also a thread where an MBS developer was soliciting input on how
it should work in 3.0.

It was supposed to have an option when you change the owner of an account,
it doesn't change the owner on all related objects. That way you don't lose
your history or if several people are working the same account, they don't
lose ownership of their individual opportunities.

Am I not looking in the right place, or was this not added in 3.0?

Thanks,
Roy

The configuration for this is done via the relationship definitions. You
need to edit the relationships and change the Cascade rules for each
relationship, as desired.

--

Matt Parks
MVP - Microsoft CRM


"Roy Rush" <royr@onfiber.com> wrote in message
news:u8R6mIIIGHA.1192@TK2MSFTNGP11.phx.gbl...
There were several threads and it was quite a big issue for version 1.2
about being able to reassign the owner of an account and not have a
cascading effect on all related records (ie, opportunities, contacts).
There was also a thread where an MBS developer was soliciting input on how
it should work in 3.0.

It was supposed to have an option when you change the owner of an account,
it doesn't change the owner on all related objects. That way you don't lose
your history or if several people are working the same account, they don't
lose ownership of their individual opportunities.

Am I not looking in the right place, or was this not added in 3.0?

Thanks,
Roy

Hi,
I have the same problem: I have CRM 3.0 and do not want the owner field of
the owning contacts of a account to change, when the owner field of the
account is changed!
The reason is for not loosing information.

Matt, i tried to follow your solution hint, but i did not get the solution
for the problem!

Please can you describe the solution in more detail!
Thanks

"Matt Parks" wrote: