John
Fri May 05 23:35:50 CDT 2006
you can at least stop the sales process, make the change and restart it
however any activities created already will not be reassigned to the new
user.
=======================
John O'Donnell
Microsoft CRM MVP
http://codegallery.gotdotnet.com/crm
"JamesE" <JamesE@discussions.microsoft.com> wrote in message
news:14534128-34EA-4596-B05A-12BFE4E6B4A0@microsoft.com...
> My problem is that I have had a sales process working where it applied
> tasks
> to sales person A, this person has now left. I simply want to assign the
> task to sales person B and keep the same reporting functionality. e.g I
> don't want to see a seperate sales process in the reports as this confuses
> management.
>
> Does CRM 3.0 perform in hte same manner?
>
> Thanks
>
> James
>
> "Matt Parks" wrote:
>
>> The problem is that any Opportunities that were active are still using
>> the
>> old version of the sales process. The revised process only appies to new
>> opportunities, it is not swapped in to the inflight processes.
>>
>> --
>>
>> Matt Parks
>> MVP - Microsoft CRM
>>
>>
>> "JamesE" <JamesE@discussions.microsoft.com> wrote in message
>> news:D3B84001-8FCC-4642-BDA3-25602FC2D7A5@microsoft.com...
>> I've just implemented a sales process in CRM 1.2 and have come across a
>> problem. I wanted to edit the sales process so deactivated it, made the
>> change and then activated it again. When checking the reports that
>> depend
>> on
>> the sales process attributes I see that now two sales processes are shown
>> which is not desirable. I think what has happened is that when you
>> deactivate a sales process and activateit again a new process id is
>> given.
>>
>> Is there any solution to this apart from hacking the database?
>>
>> Thanks
>>
>> James
>>
>>
>>