CRM Keeping Closed Records in the Original BU when User Changes BU RRS feed

  • Question

  • I have a scenario where a user may have to move to a new bu but the closed records that they own need to remain in the original bu as bu data is sensitive and we cannot make the closed records visible in the new bu.

    Open records are not an issue as these are simply reassigned, however the owner of the record is key historic info so I must be able to see this on a closed record.

    Any ideas?


    Tuesday, March 25, 2014 11:59 AM

All replies

  • I guess you have to set the privileges for restricting them in the new BU.
    Tuesday, March 25, 2014 12:58 PM
  • Don't think that solves the issue. The original closed record, say a 'task' will follow the owner to the new bu because they own it. In this scenario the task needs to stay in the original bu. So for example members or the original bu can still see the task but the original owner, who has moved cannot.
    Tuesday, March 25, 2014 1:58 PM