Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all articles
Browse latest Browse all 82002

changing account owner causes all notes and activities to change to new owners name

$
0
0

Not what I want to happen. I recently wanted to move 100 or so accounts over to a different reps name...but in doing so, all the previous notes, calls, emails, etc have switched to the new reps name. This is not good for tracking past interactions and experiences with the customers. Any suggestions?

Thank you


Viewing all articles
Browse latest Browse all 82002


<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>