Updating Owner
The Change Owners utility enables you to change the owner code from one or more selected owners to a new owner on Sales accounts, Contacts, Activities and Blocks
This utility is useful when sales staff leave your organization and new personnel commence, or when Sales responsibilities for a territory etc needs to be reallocated.
Note:
As this process requires a lock on many records ensure that users are logged off during the update process-
From the Toolbox menu, select Utilities, select Data Management then select Update Owners.
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Enter the following details:
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Property. Select one or more properties from the list
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Change From Owner(s): Select the sales manager / owner(s) from whom you wish to unassign ownership of accounts, contacts, activities, and blocks.
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Change to Owner: Select the sales manager /owner to whom the accounts, contacts, activities, blocks are to be reassigned
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Make Primary For All: Select to make the Owner primary on all entity types (make Primary checkbox selected and disabled in each section).
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Apply Changes To:
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Sales Accounts: Select to update Company, Agent, Source profiles.
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Make Primary: Select to make the Owner primary.
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Selection Criteria (Filter)
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Territory: Select territories from the list.
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Business Segment: Select business segments from the list.
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Country: Select countries from the list.
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State: Select states from the list.
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Industry Code: Select industry codes from the list.
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Type: Select account types from the list.
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Postal Code:
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Use Free Format: Manually enter postal codes in To/From.
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Use Configured Codes: Select values from lists The available postal codes depends on your choice of countries and states.
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From/To: Enter the range of postal codes you want to use to filter accounts. Enter only a From code to filter on an individual postal code. Down arrows allow you to select codes if the Use Configured Codes check box is selected.
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Contacts: Select to update contacts.
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Make Primary: Select to make the Owner primary.
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Selection Criteria (Filter)
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Territory: Select territories from the list.
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Business Segment: Select business segments from the list.
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Country: Select countries from the list.
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State: Select states from the list.
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Postal Code:
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Use Free Format: Manually enter postal codes in To/From.
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Use Configured Codes: Select values from lists The available postal codes depends on your choice of countries and states.
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From/To: Enter the range of postal codes you want to use to filter accounts. Enter only a From code to filter on an individual postal code. Down arrows allow you to select codes if the Use Configured Codes check box is selected.
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Activities: Select to update Activities.
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Make Primary: Select to make the Owner primary.
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From Date: Enter a start date.
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To Date: Enter an end date.
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Blocks: Select to update Blocks.
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Selection Criteria (Filter)
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From Date: Enter a block start date.
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To Date: Enter a block end date.
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Type: Select block types from the list.
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Market Segment: Select market segments from the list.
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Exempt Status: Select the block statuses that will be exempt from owner updates on business blocks.
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Overall Owner: Select to update overall owner.
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Make Primary: Select to make the Owner primary.
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Rooms Owner: Select to update rooms owner.
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Make Primary: Select to make the Owner primary.
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Catering Owner: Select to update Catering owner.
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Make Primary: Select to make the Owner primary.
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Click Review.
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Click Update Owners.
Parent topic: Data Management