reassign records- please help. version: 4.2.0d

[mrgautham]

Hello Sugar Gurus:

I am new to SugarCRM. Can anyone please tell me how to reassign records of one user to the other. We have a scenerio where 3 users got terminated and I need to reassign their records to someone else's.

Please assist.

Thanks,
Gautham.

[Angel]

Login as admin and access the list view that corresponds with the module containing the records you wish to reassign.

Use the search feature to locate the records assigned to the terminated employees, then use the mass update feature to assign a new user to those records.

[mrgautham]

I really appreicate your reply.

What if I need to assign everything(all modules' records) instead of doing module by module?

Also Angel, Could you please send me scrennshots, if you have any?

Much Appreciated,
Gautham.

[Angel]

If you need to every possible table, then it would be best to do it via the backend using SQL.

You could use a statement like this to do it:

UPDATE accounts SET assigned_user_id = '<new_user_id>' WHERE assigned_user_id = '<old_user_id>'

You would then need to repeat that process for any other terminated user and tables, i.e. projects, contacts, etc.

[mrgautham]

I got it man...Thanks I would do it on the portal itself.

I will let you know if I get stuck anywhere.