1. Using B2C Service
  2. Assign a Record from a Report

Assign a Record from a Report

There are several operations that are similar for different kinds of records. Among those operations are assigning staff members and adding flags to records, checking the spelling, attaching files, including browsing and searching for files to attach, and working with multiple records.

Sometimes you might need to assign a record to another staff member. For example, a task might have been incorrectly assigned to you or you need a colleague to complete part of an incident before you can respond to a customer. Or maybe you are creating contact and organization records and need to assign a salesperson to the account based on their location. The staff member you assign the record to will receive a notification. See Notifications.
  1. Do one of the following:
    • With a report open on the content pane and a record selected in the report, click Assign on the ribbon. The Assign [Record] window opens to display a list of staff members who can be assigned the record. (The list shows only those staff members who have permission in their profile to work on that type of record.)
    • Right-click the record in the report and select Assign or Assign > [Type of record].
  2. Do one of the following:
    • Select a staff member from the Recent list, if any appear. Up to ten of the most recent selections are shown.

    • Use the auto-complete function to quickly find a name in the list of staff members. Begin entering the staff member or group name you want to assign the record to in the search field above the list. As you type, the list of names is filtered to show only names that contain the sequence of letters you entered, and the focus is on the first name on the filtered list. Enter additional letters of the name to narrow the list further.

      Note: To manually search for a name in the list, click the right arrow next to a group or manager name to display the names below it.
  3. With the staff member you want to assign the record to highlighted, press the Enter key or click OK. When you open the record, the staff member or group you selected will appear in the Assigned field (for answers, incidents, opportunities, and tasks) or the Salesperson field (for contacts and organizations).