- Renaming Accounts in CRM
- Posted by Rcw01 on October 18th, 2007
We are trying to change the account name in CRM, In the Account Name
field when we chnage it, it goes through all cases and makes the owner
of the case the person that changes the account name. Is there a way
to have it not go back through all of the cases ?
- Posted by Peter Lynch on October 18th, 2007
What you describe is not CRM functionality. Either you didn't describe it
correctly, or there is some custom process performing the unwanted action
I think you may mean when an account owner is changed, all the account's
cases ownership also changes. Now that really is a pain!!
"Rcw01" <rwilson01@gmail.com> wrote in message
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- Posted by Rcw01 on October 19th, 2007
On Oct 18, 3:39 pm, "Peter Lynch" <peter.ly...@optevia.nospam.com>
wrote:
What I mean to say is we have an account with the email address of
bill@domain.com. Bill has called in for a few issues, and we have
created 10 cases for these issues. We decide that now we need to
change his account name from bill@domain.com to Bill Smith. Once we
save this change we look back through the history for this account we
notice that all owner ships on the cases have been changed from the
person that created the case when Bill called in to the person that
changed the account name from bill@domain.com to Bill Smith. So now
any information that showed other techs working with bill on issues
will now show the person that changed the account name.
Let me know if this explains it better.
- Posted by Peter Lynch on October 21st, 2007
Thanks, that does explain the scenario clearly.
But what you are seeing is not CRM 3.0 built-in behaviour. One explanation
is that a custom automated process has been deployed, that is having this
effect. Perhaps a callout?
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