Actions

This section shows the Actions available in the Update Responsible Employee workspace.

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Field

Description

Update

Use this action to update the responsible employee information on all entries that match the selection criteria. For contact persons, the application updates the field Responsible Employee No. For opportunities the application updates the field Sales Rep. No. For contact companies, the application updates the field Sales Rep. No. For events the application updates the field Employee No. This action only updates entries to which you have access.