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Reassigning accounts (and associated records like contacts/opportunities)

Phil Hopkins

Hi all,

I need to shift a whole bunch of account records from one user to another which is straight forward enough by creating filters then bulk editing the 'assigned to' field. However, this ignores the contacts and opportunities associated with that account and leaves them assigned to the original user. Is there a simple way I can reassign everything linked to a particular account to another user?

Thanks,
Phil

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  • 0

    Does the bunch of accounts to reassign include ALL the accounts that belong to the user or just a subset? 

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

  • 0 in reply to Dmytro Chupylka

    Hey Dmytro,

    Just a subset of accounts based on certain post/zipcode areas.

    Thanks,
    Phil

  • 0 in reply to Phil Hopkins

    I would suggest to create a multienum field 'Reassign Related Records' with options (Opportunities, Contacts etc) on Accounts module and make it available on MassUpdate.

    Create a SugarBPM definitions which listen for updates on that field and reassign related records accordingly.

    Once selecting this field at MassUpdate view your SugarBPM process will evaluate which options has been selected and then update assigned_user on all related records with respect to selected option. Remember to clean up that field before finishing the SugarBPM process.

    Regards

    André Lopes
    Lampada Global
    Skype: andre.lampada
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  • 0 in reply to Phil Hopkins

    I would suggest to create a multienum field 'Reassign Related Records' with options (Opportunities, Contacts etc) on Accounts module and make it available on MassUpdate.

    Create a SugarBPM definitions which listen for updates on that field and reassign related records accordingly.

    Once selecting this field at MassUpdate view your SugarBPM process will evaluate which options has been selected and then update assigned_user on all related records with respect to selected option. Remember to clean up that field before finishing the SugarBPM process.

    Regards

    André Lopes
    Lampada Global
    Skype: andre.lampada
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