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Or anything else you want to know from the Method Team and other Method users.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/24295.aspxMon, 17 Nov 2014 22:33:09 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:24295Flyfisher0http://forums.method.me/cs/forums/thread/24295.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=24295<p>Greg,</p> <p></p> <p>Thanks for the help.</p> <p></p> <p>Turned out that setting the user to : no sign <span id="mce_1_start" style="overflow:hidden;">status</span>&nbsp;and active status resolved my issue.<span id="mce_2_start" style="overflow:hidden;"></span></p> <p><span style="overflow:hidden;"><br /></span></p> <p><span style="overflow:hidden;">Craig</span></p>http://forums.method.me/cs/forums/thread/24287.aspxMon, 17 Nov 2014 21:51:01 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:24287Method_Greg0http://forums.method.me/cs/forums/thread/24287.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=24287<p><span style="overflow:hidden;" id="mce_0_start">Hello flyfisher,</span></p> <p><span style="overflow:hidden;" id="mce_0_start"></span>&nbsp;&nbsp;&nbsp; There are two areas for this question.&nbsp; One, assigning users to opportunities and lads.&nbsp; Two, having people view records that are assigned to other users.&nbsp; <span style="overflow:hidden;" id="mce_25_start">You should by default be able to see everyone&#39;s records.&nbsp; You can keep users who leave Active<span style="overflow:hidden;" id="mce_33_start"> until you transfer items over to a new user</span>.&nbsp; You license count is based on&nbsp;<span style="overflow:hidden;" id="mce_28_start">if the <span style="overflow:hidden;" id="mce_29_start"></span><em>User can sign-in<span style="overflow:hidden;" id="mce_29_end"></span></em><span style="overflow:hidden;" id="mce_31_start"></span>, not if i<span style="overflow:hidden;" id="mce_35_start">the user</span> is active, which is found in the first step of the user edit screeen.<span style="overflow:hidden;" id="mce_32_start"></span></span></span></p> <p>First, lets look at assigning users to opportunities or leads.&nbsp; Each opportunity or lead is assigned t<span style="overflow:hidden;" id="mce_34_start"></span>o a Method user.&nbsp; <span style="overflow:hidden;" id="mce_1_start">You can manually change the user assigned to the opportunity or lead by going to the corresponding edit page.&nbsp; The only way to mass update the<span style="overflow:hidden;" id="mce_2_start"></span> opportunities/leads is to do an <span style="overflow:hidden;" id="mce_5_start"></span><a href="https://www.methodintegration.com/method/kb.aspx?folder=MethodCRM&amp;article=Import-%2f-Export&amp;id=189"><span style="overflow:hidden;" id="mce_4_start"></span>import update<span style="overflow:hidden;" id="mce_5_end"></span></a><span style="overflow:hidden;" id="mce_4_end"></span>.&nbsp; There are instructions here on how to do an import update.&nbsp; You would be changing the AssignedTo field<span style="overflow:hidden;" id="mce_36_start"></span> and SalesRep field for Leads.&nbsp; </span><span style="overflow:hidden;" id="mce_3_start"></span><span style="overflow:hidden;" id="mce_8_start"><span style="overflow:hidden;" id="mce_16_start"></span></span></p> <p><span style="overflow:hidden;" id="mce_8_start"></span>Second, there are permissions.&nbsp; You need to be able to share the records correctly.&nbsp; In the Edit User screen (the path is <span style="overflow:hidden;" id="mce_9_start"></span><strong>Customize -&gt; Users -&gt; Edit...<span style="overflow:hidden;" id="mce_9_end"></span></strong> <span style="overflow:hidden;" id="mce_12_start"><span style="overflow:hidden;" id="mce_13_start"></span><strong>-&gt; Step 6 of 10:Access to Shared Records<span style="overflow:hidden;" id="mce_13_end"></span></strong>.</span>)<span style="overflow:hidden;" id="mce_11_start"></span><span style="overflow:hidden;" id="mce_15_start">&nbsp; Here you can set how users share records.&nbsp; There is a blog post explaining how to setup <span style="overflow:hidden;" id="mce_17_start"></span><a href="https://www.method.me:443/cs/blogs/methodblog/archive/2013/10/23/sharing-customers-activities-and-more-in-method-crm.aspx">sharing files amongst users<span style="overflow:hidden;" id="mce_17_end"></span></a>.</span><span style="overflow:hidden;" id="mce_20_start"></span><span style="overflow:hidden;" id="mce_21_start"></span><span style="overflow:hidden;" id="mce_22_start"></span><span style="overflow:hidden;" id="mce_23_start"><span style="overflow:hidden;" id="mce_26_start">&nbsp; Could it be an issue with sharing that you are experiencing?&nbsp; Remember both users need to have the same permissions.&nbsp; (One must grant permissions to share and the other one must they will share with the first user)<span style="overflow:hidden;" id="mce_37_start"></span></span></span></p> <p><span style="overflow:hidden;" id="mce_27_start">Greg</span><span style="overflow:hidden;" id="mce_27_end"></span></p>http://forums.method.me/cs/forums/thread/24267.aspxMon, 17 Nov 2014 17:44:17 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:24267Flyfisher0http://forums.method.me/cs/forums/thread/24267.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=24267<p><span id="mce_0_start" style="overflow:hidden;">Hi All,</span></p> <p></p> <p>We have recently had some changes in staff at our organization and have added new users but maintained the same total number of subscriptions. &nbsp;The problem I am running into concerns being able to see the opportunities list from the older employees and transferring those leads to the new employees. &nbsp;Even though I have set my account up with Administrator priviledges I cannot set up the oppportunities screen to view non-active users. &nbsp;Help.</p> <p></p> <p>Thanks!</p>