Update Responsible Employee Single Dialog Workspace
Use this workspace to update the responsible employee on a group of CRM entries by entering selection criteria and a new responsible employee and then using the Update action.
This action updates the responsible employee on all entries in the selection criteria:
- For contact persons, it updates the Responsible Employee No. field.
- For opportunities and contact companies, it updates the Sales Rep. No. field.
- For events, it updates the Employee No. field.
The Update action only updates entries to which you have access.
- Related Topics:
- Update Responsible Employees Tab
This section includes the fields and descriptions for the Update Responsible Employee tab. - Actions
This section shows the Actions available in the Update Responsible Employee workspace.
Parent Topic: Set-Up Section