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Thread: How to re-assign Contacts & Open Opportunities to Account owner user

  1. #1
    kir
    kir is offline Sugar Community Member
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    Default How to re-assign Contacts & Open Opportunities to Account owner user

    How I can do it?

    May be some sql query can do it?

    Can't find any working way... please help

    If anyone can tell me or link it would be great

    Thanks in advance

  2. #2
    kbrill's Avatar
    kbrill is offline SugarCRM PS Engineer
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    Default Re: How to re-assign Contacts & Open Opportunities to Account owner user

    reassigning contacts can be done with the mass-update function, just check the contacts you want to change on the ListView and then clink on actions (at the bottom) and select Mass update, then you will get a form to set the new user.

    As far as creating new oppotunities with the Accounts assigned user, this is easy in Pro/Ent but requires a business logic hook be written for CE.

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  3. #3
    kir
    kir is offline Sugar Community Member
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    Default Re: How to re-assign Contacts & Open Opportunities to Account owner user

    Thank you for the answer.

    U are right - we can do it manually. But when i'm in the Contacts search form - I have to open every Account to see who is assigned User for this Account. There is no field - "assigned to" from Accounts module - in the "list view" of Contacts module.

    It is very slowly to do it manually

    Imagine we have 2000 Accounts with 5 related Contacts each and we have 50 CRM users

    Now: Contacts assigned to not-same User as Account is. - almost randomly. All we have right is relationship between Accounts and Contacts (set OK) and assignment of users to Accounts (set OK).

    Want to: BIG automatic mass update - (re-assigning) ---- User assigned to Contact <= user Assigned to related Account (where all assigned OK).

    how to do it?

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