Assign a record to a user or team

Can I do this task?

1. In the list of records, select the record that you want.

   Or, select multiple records

   • Select several records by pressing CTRL while you click them.
   • Select a sequence of records by clicking one and pressing SHIFT while you select the last one.
   • Select the Select/clear all records on this page check box to select all records.

     To display more records per page:

     1. On the File menu, click Options.
     2. On the General tab, in the Records Per Page list, select a number.
     3. Click OK.

     This may slow response time when you switch record types. To restore performance,set it back to a smaller number.

2. In the Collaborate group, click Assign.
3. In the Assign dialog box, click:
   • Assign to me

     - OR -

   • Assign to another user

     Click the Lookup button , type the name, click the Find button , double-click the user's name, and click OK.

4. Click OK.

Tips

Notes

• To assign a report to a different user:
  1. Select the report.
  2. On the Actions toolbar toolbar, click Edit Report .
  3. Click the Administration tab, and then select a new owner.

You can only assign a report once it has been saved.

• You can also assign a record to a team, or share To allow another user or team to have a specified amount of access to a record, such as a case, account, or contract. For example, you can share an account with a team and specify that its members can read the account record, but cannot have write access to it. it.
• Your system administrator may have enabled reassigned records to be automatically shared with the original owner. More information: Manage System Settings