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Assigning Account Owner

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Assigning Account Owner

3/8/2007 12:08 PM EST

Hello,
I am trying to assign some of my account ownerships in Centric to other users of the system. For some reason, not all users are showing up in the drop down for account ownership. What is the criteria for a user to show up in this drop down?

Lucas

1. 3/8/2007 12:19 PM EST

It should be all the users in your hierarchy -- users who report to you immediately and users who report to those users and so on.

If you are using the "Sites" feature, then the account's site is used as a filter for determining the user's whom you see in the drop-down.

If user has a siteId and does not match the account's site, then it is not included in the drop-down.

If account does not have a site, then user's who don't belong to a particular site are included in the drop-down.

Hope this helps.

- Ananth

2. 3/8/2007 12:38 PM EST

Thank you very much for the quick reply.

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