Search results by user ID 6651

Change in Master Administrator

Flyfisher — Mon, 24 Nov 2014 23:47:12 GMT

The Administrator who set up our account has left the company and I have read that I can change the user name to another individual and that doing so will transfer all of the old administrators activities to the new administrator--i.e. from Ted (original admin) to Bill (new admin).

My question is whether this is a global switch of names. i.e does Bill's name now replace Ted in all fields and as such do I lose the historic data of being able to identify the work that Ted did in the past?

Re: View Opportunities

Flyfisher — Mon, 17 Nov 2014 22:33:09 GMT

Greg,

Thanks for the help.

Turned out that setting the user to : no sign status and active status resolved my issue.

Craig

View Opportunities

Flyfisher — Mon, 17 Nov 2014 17:44:17 GMT

Hi All,

We have recently had some changes in staff at our organization and have added new users but maintained the same total number of subscriptions. 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. Even though I have set my account up with Administrator priviledges I cannot set up the oppportunities screen to view non-active users. Help.

Thanks!