Edit a list of Assigned to users in Business Contact Manager

You can assign Business Contact Manager records to an authorized user of your Business Contact Manager database by using the Assigned to field on the record.

Assigning a record to a user, or co-worker, gives responsibility for that customer to the user.

Note: Users are not notified when records are assigned to them. The user can search for records that have been assigned. For information about how to find records that meet a certain criteria, see About Search Folders in Business Contact Manager.

Add a user to the Assigned to list

The list of names that is displayed in the Assigned to field comes from the list of users who have been granted access to your shared database.

Remove a user from the Assigned to list

You can only remove users from the list in the Remove User Names from Assigned To List dialog box. You cannot add names, and you cannot remove the name of the owner of the database.

You can remove users from the list of people who can own a record with the following steps:

  1. On the Business Contact Manager menu, click Accounts, Business Contacts, Opportunities, Business Projects or Project Tasks.

  2. In the list, double-click the record that you want to assign to a co-worker.

  3. In the Assigned to field, click Edit this list.

  4. In the Remove User Names from Assigned To List dialog box, click the name of the user whom you want to remove from the list, and then click the Remove button.

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