Allowing Task Transfer

You can transfer a task to another user by default. If you disable task transfer in Siebel CRM, then the owner field becomes read-only and the Transfer button is disabled for the current task item selected in the Inbox Items List view.

To allow task transfer

1. Log in to the Siebel client with administrator privileges.

2. Navigate to the Administration - Application screen, then the Tasks view.

3. In the Registered Tasks list, select the task where you want to control task transfer.

4. In the Responsibilities list, select the responsibility where you want to allow task transfer, and then make sure that the Allow Transfer option includes a check mark.

   To disable task transfer for the selected responsibility, deselect the Allow Transfer check box.