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
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 byMatthews_416Tuesday, March 31, 2009 6:55 PM
Rather than using the bulk edit form for this, you can select the records in a grid and use the Assign optionMicrosoft CRM MVP - http://mscrmuk.blogspot.com/
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 byMatthews_416Tuesday, March 31, 2009 6:55 PM