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Change ownership of notes? RRS feed

  • Question

  • Does anybody happen to know if there is a way to change the ownership of a note without changing the ownership of the Parent record (ex. Account)

    I am guessing there is no way but I figured I would check here to see if anybody had any ideas or workarounds.

    Thanks in Advance!

    Tuesday, February 5, 2013 8:23 PM

All replies

  • Try using Advanced Find and include the Owner field in the result set - you should then be able to export the records using the option to re-import and change the Owner.

    Jason Lattimer
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    Tuesday, February 5, 2013 8:33 PM
    Moderator
  • Thanks for the reply, that will help if we have to do bulk edits but I was kind of hoping there was an easier way if only one Note needed ownership change. 

    Ideally I would like to either be able to Share notes or simply be able to re-assign them in the UI but I can't seem to find a way.

    Tuesday, February 5, 2013 9:31 PM