Transfer Records and Assignment configurations during User deletion

Transfer Records and Assignment configurations during User deletion

Hello everyone,

We have made few updates to the Delete user option in Zoho CRM. The update will allow you to transfer the records and the assignment configurations of one user to another before deleting them from the CRM account.

While deleting a user will come across the following options:
  • Delete users without transferring their records: You can select this option if you do not want to reassign any record to other users. For example, if the records were co-owned by other users then you do not have to reassign them. Also, if you want to maintain the history of the deleted records you can choose not to transfer the records.
  • Delete users after transferring the records: You can select the following options from the below list:
    1. All the open records owned by the user only in the Deals and Activities modules. Note that, the closed records that are in the deleted user's ownership will continue to display their name.
    2. All the assignment configurations that are meant to assign new records to the deleted user through field update actions in workflows, blueprints, and macros and also through assignment rules.
      For example, if an assignment rule is configured to assign record to a deleted user, then it can be transferred to the new user.
    3. All the rule-based criteria that are associated to the record owner such as custom views, workflows, approvals, case escalations, blueprints.
      For example, if a workflow is configured such that the record owner's overdue task is escalated to the manager, then if the record owner is the deleted user the record will be transferred to the new user. And, the rule will also be applicable to the new user.
Besides this, there are a few instances when we will retain the deleted user's name or not transfer the records to a new user. You can find those instances here.

Kindly refer to our help document for more details.
Also, take a look at our post on: Important Updates in Zoho CRM Outlook plug-in and Marketplace

Regards,
Arun





                            Zoho Desk Resources

                            • Desk Community Learning Series


                            • Digest


                            • Functions


                            • Meetups


                            • Kbase


                            • Resources


                            • Glossary


                            • Desk Marketplace


                            • MVP Corner


                            • Word of the Day



                                Zoho Marketing Automation
                                        • Sticky Posts

                                        • Enrich your CRM data and keep them updated

                                          You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot.  For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
                                        • Canvas templates can now be shared with different CRM organizations

                                          ----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help
                                        • Introducing Zia Presentation in Zoho CRM

                                          ----------------------------------------Moderation 2.0, Date: 22nd March' 24----------------------------------------- The Zia Presentation feature is now available for organizations in both Enterprise and Ultimate editions with 20+ user licenses in the
                                        • Blueprint enhancements - Parallel and multiple transitions, and more

                                          Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all
                                        • Enhancement in Field update and date/time based triggers in Workflow

                                          Hello everyone, Workflows allow to automatically execute a set of actions whenever the defined criteria is met. For example, whenever a new lead is created an introductory email is sent. So this action will keep occurring automatically as long as the


                                        Manage your brands on social media



                                                Zoho TeamInbox Resources

                                                  Zoho DataPrep Resources



                                                    Zoho CRM Plus Resources

                                                      Zoho Books Resources


                                                        Zoho Subscriptions Resources

                                                          Zoho Projects Resources


                                                            Zoho Sprints Resources


                                                              Qntrl Resources


                                                                Zoho Creator Resources


                                                                  Zoho WorkDrive Resources



                                                                    Zoho Campaigns Resources

                                                                      Zoho CRM Resources

                                                                      • CRM Community Learning Series

                                                                        CRM Community Learning Series


                                                                      • Tips

                                                                        Tips

                                                                      • Functions

                                                                        Functions

                                                                      • Meetups

                                                                        Meetups

                                                                      • Kbase

                                                                        Kbase

                                                                      • Resources

                                                                        Resources

                                                                      • Digest

                                                                        Digest

                                                                      • CRM Marketplace

                                                                        CRM Marketplace

                                                                      • MVP Corner

                                                                        MVP Corner




                                                                            Design. Discuss. Deliver.

                                                                            Create visually engaging stories with Zoho Show.

                                                                            Get Started Now