Method Community

Hi Iruff and John M, John, thanks for the response. That would work, but I'll suggest an approach that calculates the total without having to manually change the filter. Iruff, I suggest having Method actions calculate these numbers. You can have these run from the screen's OnScreenLoad, or anywhere else that makes sense for you. The ...

Hi ByronMSEC, here are 2 ways you could achieve this, I'll go through them both for you. The first way would be through import/export: Export your Activities table, with the fields RecordId and AssignedTo selected. Modify the AssignedTo field to the new salesperson's name (make sure this matches exactly to the value ...