Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit CRM-I-2304 Allow users the ability to change the owner of a query in bulk. .

provide a method to easily transfer ownership of queries created by users who are no longer active Merged

We run into the issue where, when attempting to refresh any BBIS email list, the status shows successful with a record count of zero. The query correctly pulls records in CRM. When emailing out of BBIS the correct constituents are emailed and available for reporting. This is documented here:

The source: This occur if the application account for the user that owns the Constituent query is no longer active due to the user leaving the organization. Check the owner of the query and make sure the owner is a valid active application user in CRM, if not, recreate the query and add that new query to the list and then refresh the list.

Would be helpful to have some way to transfer ownership of such queries -- even in bulk -- to prevent disruptions after employees move on.

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  • Sep 27 2017
  • Reviewed: Voting Open