One Activity Record - Two 'Owners'

Hi

I was under the impression that all records in MSCRM have only one owner.
However if I create a phone activity and then assign it to another user to
deal with the activity shows up under the 'My Activities' view for both
users, thus appearing to have two users who can call it 'mine' i.e two owners.

Obviously I would not want it appearing as an open activity for me as I have
just assigned it to someone else. Can anyone comment on this issue of two
owners or suggest a way to assign calls as I require?

I could probably also change the 'Call Initiator' field to the assigned user
as well (taking another four clicks) but it does not seem right to have to
assign it twice!

Any thoughts or help appreciated

Cozy

RonaldL
Wed Oct 19 16:18:01 CDT 2005

Hi Cozy,

You can see this activity as well because it is shared with you. As soon as
you reassign an object within crm, then it will be shared with the original
owner.

Hope this clarifies the situation.

Kind regards,

Ronald Lemmen
Avanade Netherlands

"Cozy" wrote:

> Hi
>
> I was under the impression that all records in MSCRM have only one owner.
> However if I create a phone activity and then assign it to another user to
> deal with the activity shows up under the 'My Activities' view for both
> users, thus appearing to have two users who can call it 'mine' i.e two owners.
>
> Obviously I would not want it appearing as an open activity for me as I have
> just assigned it to someone else. Can anyone comment on this issue of two
> owners or suggest a way to assign calls as I require?
>
> I could probably also change the 'Call Initiator' field to the assigned user
> as well (taking another four clicks) but it does not seem right to have to
> assign it twice!
>
> Any thoughts or help appreciated
>
> Cozy
>

Cozy
Wed Oct 19 17:00:41 CDT 2005

Ah, thanks Ronald, I see now why that happens. My next question then is is
it possible to re-assign without sharing?

Thanks

Cozy

"Ronald Lemmen" <RonaldL@-REMOVETHIS-avanade.com> wrote in message
news:137F2C83-8A66-445A-A823-4EB7605EAC84@microsoft.com...
> Hi Cozy,
>
> You can see this activity as well because it is shared with you. As soon
as
> you reassign an object within crm, then it will be shared with the
original
> owner.
>
> Hope this clarifies the situation.
>
> Kind regards,
>
> Ronald Lemmen
> Avanade Netherlands
>
> "Cozy" wrote:
>
> > Hi
> >
> > I was under the impression that all records in MSCRM have only one
owner.
> > However if I create a phone activity and then assign it to another user
to
> > deal with the activity shows up under the 'My Activities' view for both
> > users, thus appearing to have two users who can call it 'mine' i.e two
owners.
> >
> > Obviously I would not want it appearing as an open activity for me as I
have
> > just assigned it to someone else. Can anyone comment on this issue of
two
> > owners or suggest a way to assign calls as I require?
> >
> > I could probably also change the 'Call Initiator' field to the assigned
user
> > as well (taking another four clicks) but it does not seem right to have
to
> > assign it twice!
> >
> > Any thoughts or help appreciated
> >
> > Cozy
> >

Dave
Wed Oct 19 17:23:12 CDT 2005

You can change this behavior in 3.0, but not in 1.2. HTH,
Dave


-------------------------------------------------
David L. Carr, President
Visionary Software Consulting, Inc.
Main #: 971-327-6944

NEW! VAST 1.2.5 featuring VAST Insights for Microsoft CRM! Now, VAST
audits all changes, but also gives you easy query capability into that
historical data!
For informative screenshots, please see
http://www.vscrm.com/screenshots.htm. For a free trial, see
http://www.vscrm.com/trial.htm .

Cozy
Thu Oct 20 08:18:03 CDT 2005

Thanks, Dave - appreciated.

Cozy

"Dave Carr" wrote:

> You can change this behavior in 3.0, but not in 1.2. HTH,
> Dave
>
>
> -------------------------------------------------
> David L. Carr, President
> Visionary Software Consulting, Inc.
> Main #: 971-327-6944
>
> NEW! VAST 1.2.5 featuring VAST Insights for Microsoft CRM! Now, VAST
> audits all changes, but also gives you easy query capability into that
> historical data!
> For informative screenshots, please see
> http://www.vscrm.com/screenshots.htm. For a free trial, see
> http://www.vscrm.com/trial.htm .
>
>