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Changing the Contact Owner (User) for multiple Contacts at one time RRS feed

  • Question

  • I'm looking for a method to change the Contact Entity Owner for multiple contacts at one time.  I realize I can use a Workflow, but I can't seem to figure out how to since I want to do it at will and not based on an event.  These are simple contacts in the Contact list and they are not Opportunities or Leads.
    Wednesday, July 29, 2009 5:38 PM

Answers

  • If I understand it correctly, you would need to bulk assign the user of contact entity. If yes, then you can select the contacts and assign all the contact at once to required user. Thus you can assign multiple contact at one time.


    Jai Ho CRM http://mscrmkb.blogspot.com Skype - amol.gholap
    Wednesday, July 29, 2009 5:54 PM

All replies

  • If I understand it correctly, you would need to bulk assign the user of contact entity. If yes, then you can select the contacts and assign all the contact at once to required user. Thus you can assign multiple contact at one time.


    Jai Ho CRM http://mscrmkb.blogspot.com Skype - amol.gholap
    Wednesday, July 29, 2009 5:54 PM
  • As Amol says, highlight the records and click on the little head with a green arrow coming out of their neck on the toolbar.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/
    or hear me tweet @leontribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Wednesday, July 29, 2009 6:12 PM
  • Thanks Amol and Leon - I appreciate your responses.  Ironically I found it after I posted my question (after looking for hours). 
    Wednesday, July 29, 2009 6:44 PM
  • This is OK, but you can only select what is in the display (max 250 records). I have over 3000 records to reassign. How can I do this?

    I have tried importing data  to Enrich existing records but it ignores the Owner field.

    How can I re-assign records in bulk of more than 250?
    Tuesday, September 1, 2009 10:19 PM
  • Unfortunately doing the above 6-7 times is probably the simplest.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/
    or hear me tweet @leontribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Tuesday, September 1, 2009 10:32 PM
    Tuesday, September 1, 2009 10:32 PM
  • This is an unsupported solution where you require to modify UserSettingsBase table in SQL database.  Here is the query :

    Update UserSettingsBase Set PagingLimit = '5000' where SystemUserId = '3B0574CE-A5EE-DD11-BDF0-0003FFEB167C' where '3B0574CE-A5EE-DD11-BDF0-0003FFEB167C' is the ID of a user which would be able to  see more that 250 records.  As this causes performance issues so we would require to revert back to original values once the operation is complete by executing below query

    Update UserSettingsBase Set PagingLimit = '250' where SystemUserId = '3B0574CE-A5EE-DD11-BDF0-0003FFEB167C'


    Jai Ho CRM http://mscrmkb.blogspot.com Skype - amol.gholap
    Wednesday, September 2, 2009 2:25 AM