Difference between revisions of "Change Record Ownership"

Latest revision as of 00:24, 28 May 2014

To transfer record ownership:

Visit the record to be transferred.
In the sidebar, click the arrow next to the Owner.
(Alternatively, click the Actions dropdown.)
Choose the assignment option:
- Claim - This option appears for records that are unassigned or assigned to a team. Use it to take ownership yourself.
- Assign to User- Make another user the owner.
- Assign to Team- Give ownership to a team. Any member of the team can then claim the record.
For Cases and Tasks, you can also add a comment.
The comment becomes part of the case record, and is included in the notification message that goes to the new owner.

Tip: Drag the bottom right corner of the box to make a larger area to type into.

@@ Line 3: / Line 3: @@
 # In the sidebar, click the arrow next to the '''Owner'''.<br>(Alternatively, click the '''Actions''' dropdown.)
 # Choose the assignment option:
-#* '''Claim -''' Take ownership yourself.
+#* '''Claim -''' This option appears for records that are unassigned or assigned to a team. Use it to take ownership yourself.
 #* '''Assign to User-''' Make another user the owner.
-#* '''Assign to Team-''' Assign the record to a team. Any member of the team can then claim the record.
+#* '''Assign to Team-''' Give ownership to a team. Any member of the team can then claim the record.
-# For [[Cases]] and [[Tasks]], you can also add a comment.
+# For [[Cases]] and [[Tasks]], you can also add a comment.<br>The comment becomes part of the case record, and is included in the notification message that goes to the new owner.
-#* The comment is included in the notification message that goes to the new owner.
 {{Tip|Drag the bottom right corner of the box to make a larger area to type into.}}
 ''Learn more:'' [[Transfer Ownership for a Group of Records]]