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Account for resign employee
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Carrie
Aug 6, 2007, 1:08:01 AM8/6/07
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Hi,
I have general question. let say the sales person has resigned. What should
i do with the account and opportunity? Should i just reassign to new user?
And how about the history of previous opportunity that associated to that
acc? Will that change to new owner as well?
Thx,
Carrie
Michael Langdon
Aug 6, 2007, 4:48:00 AM8/6/07
to
You are not able to delete CRM User accounts. THis is so that historical
data is not left. You should first change the owner of the accounts and
contacts to a new owner. Your business process should identify what should
happen to the associated active records and closed records. For example what
should happen to open opportunities should these be assigned to the new owner.
data is not left. You should first change the owner of the accounts and
contacts to a new owner. Your business process should identify what should
happen to the associated active records and closed records. For example what
should happen to open opportunities should these be assigned to the new owner.
Once completed you should then disable the user and aas good practice add
details to the description to state the date disabled and the reason.
Read up on Customization Relationships for further information.
--
Rgds
Michael
MCDBA 2000 | MCITP DBA 2005
http://www.mscrmschool.co.uk
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