Transfer records
When someone leaves or changes role, move their records to a colleague so customers are still followed up and their documents have an owner.
Where to find it
Section titled “Where to find it”For one record, use Change Owner in its ··· menu — see Change the owner. For everything a user owns, open the user in User accounts; once they are deactivated, a banner lists what they still own with a link to Mass transfer records.
What you can do
Section titled “What you can do”- Choose who receives the records under Transfer to.
- Choose which kinds of record move, and narrow them to certain accounts with Filters.
- Select Transfer records and read what moved.
Permissions
Section titled “Permissions”You need User View, and the right to change the owner of those records: your role’s Transfer Records switch, or edit access to them.