CRM User has left company

[TheDonMiguel]

Hello together

I have SugarCRM 4.5.0h installed. Now, a User has left and I plan to deactivate his account from the CRM. The problem is, this user has created many accounts and is also the "Assigned to:" user of this record. Is there a possibilty to change all createt accounts und contacts from this crm-user to another? The search-function with the "mass update" has only 20 records on a page. What should I do? The goal is, that I will move the owner to an active user.

Thanks,
Miguel

[DMG]

It's absolutely possible.

To transfer a mass of accounts from one sales agent to another:
1. Go to the Accounts List page
2. Sort accounts by User (click on "User" header)
3. Check all the boxes next to the accounts you want to transfer (you can also check the top box on the header row to select all boxes on the page).
4. At the bottom of the page there is a Mass Update box. Enter the name of the sales person you would like to assign the accounts to by using the "Select" button next to "Assigned To".
5. Click on the Update button.

Follow the same steps for the Contacts module.

You can adjust the number of Accounts/Contacts listed per page by going to the Admin section and selecting "System Settings" and changing the number of "Listview items per page"

[kbrill]

Download this module choose User Module Upgrades

See a video of it in action here just choose the Users Module Upgrade link

Hello together

I have SugarCRM 4.5.0h installed. Now, a User has left and I plan to deactivate his account from the CRM. The problem is, this user has created many accounts and is also the "Assigned to:" user of this record. Is there a possibilty to change all createt accounts und contacts from this crm-user to another? The search-function with the "mass update" has only 20 records on a page. What should I do? The goal is, that I will move the owner to an active user.

Thanks,
Miguel

[TheDonMiguel]

Hello Kenneth and Debbie

Thanks for your answers! Is it a good idea to change the value for the "ListView per page" settings temporary for ex. to 500?

The "UserModuleUpgrade" is the tool I'm looking for. But, I don't want to delete the account yet - in the first step I would like to migrate all his accounts and contacts. Is this also possible there?

Thanks!
Miguel

[kbrill]

Hello Kenneth and Debbie

Thanks for your answers! Is it a good idea to change the value for the "ListView per page" settings temporary for ex. to 500?

The "UserModuleUpgrade" is the tool I'm looking for. But, I don't want to delete the account yet - in the first step I would like to migrate all his accounts and contacts. Is this also possible there?

Thanks!
Miguel

I will rewrite the tool this weekend to allow this

[TheDonMiguel]

Hello Kenneth

Thanks for your answer. Did you allready build in this function?

Thanks,
Miguel