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Thread: Re-Assign Account Hierarchy?

  1. #1
    RickM is offline Sugar Community Member
    Join Date
    Apr 2005
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    Boca Raton, FL
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    220

    Question Re-Assign Account Hierarchy?

    All-

    Is there an easy way to re-assign the entire hierarchy under an account in one step? Seems to me that I have to manually reassign each related contact, case, opportunity, etc. Would be nice if I could just tell Sugar that I want to move a given account and all of its related records to another user. Is this not possible? Is it there and I'm just not looking the right place?

    Thanks in advance,
    Rick

  2. #2
    manoj is offline Sugar Community Member
    Join Date
    Sep 2005
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    495

    Default Re: Re-Assign Account Hierarchy?

    Quote Originally Posted by RickM
    All-

    Is there an easy way to re-assign the entire hierarchy under an account in one step? Seems to me that I have to manually reassign each related contact, case, opportunity, etc. Would be nice if I could just tell Sugar that I want to move a given account and all of its related records to another user. Is this not possible? Is it there and I'm just not looking the right place?

    Thanks in advance,
    Rick
    Hi RickM,

    Mass reassignment feature will be implemented in 5.0. This will be a PRO and RNT feature though.

    Thanks
    Manoj

  3. #3
    RickM is offline Sugar Community Member
    Join Date
    Apr 2005
    Location
    Boca Raton, FL
    Posts
    220

    Thumbs up Re: Re-Assign Account Hierarchy?

    Manoj-

    That works for me! We're Pro clients....

    Rick

  4. #4
    Kalendrinn is offline Sugar Community Member
    Join Date
    Jul 2007
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    200

    Default Re: Re-Assign Account Hierarchy?

    Quote Originally Posted by manoj
    Hi RickM,

    Mass reassignment feature will be implemented in 5.0. This will be a PRO and RNT feature though.

    Thanks
    Manoj
    That right there is about enough to make me look elsewhere. Refer to my previous posts about user accounts and teams. It should be CORE FUNCTIONALITY, regardless of OS/Pro/Ent. All you are doing is making sure that the OS version is crappy and limps along in the hands of people that only half-way accomplish anything. From what I've read and checked out so far, there's a ton here that should have already been implemented in the OS (as well as Pro/Ent) version that became dead projects. If you wait long enough, I'm sure your OS version will become a dead project all on it's own. Not only that, but I put an inquiry into your sales people almost a month ago and haven't heard anything. WTG Sugar Team. I'm just glad I haven't implemented a solution with Sugar yet.

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