Help with Reassigning mass amt of leads.

[QMSrsantiago]

Hello all,

Im running open source SugarCRM v 4.2.1b. I have a user with 4000 leads that i now need to reassign to another user. How can i accomplish this quickly? I normally reassign leads by changing the max list view to 100 rows then "check all" for a few pages of leads then reassign via the mass update at the bottom of the screen, but to do this for 4000 leads would take me forever.

I was figuring there was a sql command that i could use in phpmyadmin to perform a mass update on the assigned to id from one users id to the other.

Anyone able to help me with that sql command or tell me another way of achieving this?

Thanks all.

[longreach]

And what about the data objects linked to those leads - such as calls, emails or meetings? We built specific functions to do this job, and the important part is to give the user the option to specify which types of related objects to automatically re-assign with the leads (we also did it for accounts). We did it in Info At Hand - but I'm sure someone could copy the design from playing with our demo site.

[QMSrsantiago]

Im not sure you understand; the user that i am reassigning will no longer have access to our SugarCRM installation, and rather than tell the replacement user to work the old users queue i would like to reassign all the old users leads to the new user.

How can i achieve this either through the application or the database.

[roblaus]

Hi,

The safe way: set your number of rows shown temporarily to something more than 20 (in Admin), mark the check box next to "name" on top of the list and turn to the next page, doing the same. After you marked all (or a part) of your leads press the update button after you entered the new owner.

Or: use something like phpAdmin or MySQL Query Browser and change your table leads by using an SQL command like "update yourdatabase.leads set assigned_user_id = 'uuid of your new user" where yourdatabase.leads.assigned_user_id = 'uuid of your OLD user'

The uuid you find as field "id" in the table "users".

Please back up your db first and don't try it if you haven't used SQL before

rgds

EDIT: sorry for the mistake, just corrected it...