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Administering Oracle CRM On Demand > Application Customization > Customizing Previous Ownership for Shared Records

Customizing Previous Ownership for Shared Records

For record types for which sharing of records by a team is supported, you can customize that record type so that you retain the previous owner as part of the team when the Owner field is changed in Oracle CRM On Demand. The Customize Previous Owner page displays a list of record types that support record sharing by a team. For each record type, you can select the channels for which the previous owner of the record is retained in the team, and you can assign a new access role to the previous owner. For example, you can configure the Account record type so that when the owner of a shared account record is changed through interactive operations, the previous owner is retained in the team, and the previous owner is assigned a read-only access role for that record type.

For more information on ownership of records, see Transferring Ownership of Records and Sharing Records (Teams).

To customize previous ownership of records

1. In the upper-right corner of any page, click the Admin global link.
2. In the Application Customization section, click the Application Customization link.
3. In the Application Setup section, click Customize Previous Owner.

   The Customize Previous Owner page lists record types that support sharing of records by teams, and the corresponding channels and access profiles for those record types.

4. In the Customize Previous Owner page, click Edit to modify a channel or access profile for the previous owner of a record type.
5. From Select Channels, select one of the following:
   • Never Retain Owner. This is the default value. The previous owner of the record will not be retained in the team.
   • Always Retain Owner. The previous owner of the record will be retained in the team, except when the owner is changed using the assignment manager.
   • All Interactive Operations. The previous owner of the record will be retained in the team, except when the owner is changed using the Import Assistant, the assignment manager, the mass update feature, or Web services.
6. From Access Profile, select a new access profile for the previous owner.

   For more information on making other access profiles available for teams, see Process of Setting Up Access Profiles.

7. Click Save.