When in the contacts tabs, I'd like to create a new list view only showing me the contacts of a specific contact owner. But in the same time, I'd like to add the account owner as a filter field but this is not availble. I only have the contact owner as a field to filter.
The problem is I'd like to get a list of only those contacts the user is owning on "foreign" accounts.
Meaning he is the contact owner but the contact is attached to an account he is not owning.
(yes in our org the contact owner can be different from the account owner)
I'd like to creat this list, to then be able to easily mass assign those contacts to someone else.
With a report I dont have the mass assignment/edit possibility. And I dont want to work with exporting, importing...
Many thanks,
Philipp
답변 9개
thanks.
But in the end I've downloaded the app force2b mass transfer contacts on appexchange, with that you can easily change owner of many records without the hassle of doing a lot of of custom works.
greetings,
Philipp