locked
the multiple edit page will not allow changing the OWNER RRS feed

  • Question

  • I want to do a multiple edit on a group of contacts and/or leads, but the multiple edit page will not allow changing the OWNER.  Is there a solution or work-around for this.
    Thank you

    Tuesday, March 3, 2009 12:27 PM

Answers

  • Changing an Owner is an action that impacts many associated records. Needless to say you can't just change a value in one field (the owner field) when changing owners. It actually requires a reassign.

    You can also use a workflow rule to possibly change the owner in bulk.

    Anne
    • Marked as answer by Matthews_416 Tuesday, March 31, 2009 6:55 PM
    Tuesday, March 3, 2009 5:54 PM

All replies

  • Rather than using the bulk edit form for this, you can select the records in a grid and use the Assign option
    Microsoft CRM MVP - http://mscrmuk.blogspot.com/
    Tuesday, March 3, 2009 1:58 PM
    Moderator
  • Changing an Owner is an action that impacts many associated records. Needless to say you can't just change a value in one field (the owner field) when changing owners. It actually requires a reassign.

    You can also use a workflow rule to possibly change the owner in bulk.

    Anne
    • Marked as answer by Matthews_416 Tuesday, March 31, 2009 6:55 PM
    Tuesday, March 3, 2009 5:54 PM