i will tell this as calmy as i can be

you have a campaign and you have campaign activities in it,

one of the campaign activities is filled with phone calls(thousands)

because you can not divide and distribute all phone calls created from a
campaing activity equally to customer representatives. (which is a painfull
thing, when not all accounts have owners because you imported those acounts)
you assign all to yourself as a administrator and then assign all these
activities to a queue.

simple right everything is ok.

csr people goes to the queue accepts some and works for months calling and
completing phoncalls,

but if mistakenly you also have assigned the Campaing Activity entity itself
to the queue, and an customer representative accepts it, guess what!!!

months of reporting is gone, all the activities, open ones and even the
completed ones(you cannot change the owner of a completed activity by
design) owners change to that person, accepting it

i have also tried it like, i have a campaign activity and i assign it to an
another manager because he is in charge from now on, guess what again!!
owners of the activities changes, no matter who have closed them

so who has called how many companies?, who has got what we need from those
specific picklist?
all gone.

now i am turning back from a backup, and dont know what to do really,

i must get all those activities owners back, and maybe with an unsupported
way change the owner ids from sql,

and dont know if it can be done also for completed ones.

people loved ms crm here and this what happened made everyone so angry

just in case, for your information.

thank you.

RE: is this a bug by Niths

Niths
Mon Mar 12 07:13:18 CDT 2007

Hi CRMist,

This is not a bug but behaviour 'by design'. The reason all the phone calls
got reassigned when you assigned the Campaign Activity is because Campaign
Activity shares a Parental (Cascade All) relationship with the Phone Call
entity.

You can change this to Configurable Cascading and select Cascade None on
Assign.

HTH,
Niths

"CRMist" wrote:

> i will tell this as calmy as i can be
>
> you have a campaign and you have campaign activities in it,
>
> one of the campaign activities is filled with phone calls(thousands)
>
> because you can not divide and distribute all phone calls created from a
> campaing activity equally to customer representatives. (which is a painfull
> thing, when not all accounts have owners because you imported those acounts)
> you assign all to yourself as a administrator and then assign all these
> activities to a queue.
>
> simple right everything is ok.
>
> csr people goes to the queue accepts some and works for months calling and
> completing phoncalls,
>
> but if mistakenly you also have assigned the Campaing Activity entity itself
> to the queue, and an customer representative accepts it, guess what!!!
>
> months of reporting is gone, all the activities, open ones and even the
> completed ones(you cannot change the owner of a completed activity by
> design) owners change to that person, accepting it
>
> i have also tried it like, i have a campaign activity and i assign it to an
> another manager because he is in charge from now on, guess what again!!
> owners of the activities changes, no matter who have closed them
>
> so who has called how many companies?, who has got what we need from those
> specific picklist?
> all gone.
>
> now i am turning back from a backup, and dont know what to do really,
>
> i must get all those activities owners back, and maybe with an unsupported
> way change the owner ids from sql,
>
> and dont know if it can be done also for completed ones.
>
> people loved ms crm here and this what happened made everyone so angry
>
> just in case, for your information.
>
> thank you.
>
>
>

Re: is this a bug by CRMist

CRMist
Mon Mar 12 07:24:11 CDT 2007

Thanks for advice Niths, will look for that.

Altough it is by design; it is still not so logical to change completed
activities owners and it makes such a mess.

Thank You again.

"Niths" <Niths@discussions.microsoft.com> wrote in message
news:71E2911F-65FE-4175-A8BC-A2F51D3C5F42@microsoft.com...
> Hi CRMist,
>
> This is not a bug but behaviour 'by design'. The reason all the phone
> calls
> got reassigned when you assigned the Campaign Activity is because Campaign
> Activity shares a Parental (Cascade All) relationship with the Phone Call
> entity.
>
> You can change this to Configurable Cascading and select Cascade None on
> Assign.
>
> HTH,
> Niths
>
> "CRMist" wrote:
>
>> i will tell this as calmy as i can be
>>
>> you have a campaign and you have campaign activities in it,
>>
>> one of the campaign activities is filled with phone calls(thousands)
>>
>> because you can not divide and distribute all phone calls created from a
>> campaing activity equally to customer representatives. (which is a
>> painfull
>> thing, when not all accounts have owners because you imported those
>> acounts)
>> you assign all to yourself as a administrator and then assign all these
>> activities to a queue.
>>
>> simple right everything is ok.
>>
>> csr people goes to the queue accepts some and works for months calling
>> and
>> completing phoncalls,
>>
>> but if mistakenly you also have assigned the Campaing Activity entity
>> itself
>> to the queue, and an customer representative accepts it, guess what!!!
>>
>> months of reporting is gone, all the activities, open ones and even the
>> completed ones(you cannot change the owner of a completed activity by
>> design) owners change to that person, accepting it
>>
>> i have also tried it like, i have a campaign activity and i assign it to
>> an
>> another manager because he is in charge from now on, guess what again!!
>> owners of the activities changes, no matter who have closed them
>>
>> so who has called how many companies?, who has got what we need from
>> those
>> specific picklist?
>> all gone.
>>
>> now i am turning back from a backup, and dont know what to do really,
>>
>> i must get all those activities owners back, and maybe with an
>> unsupported
>> way change the owner ids from sql,
>>
>> and dont know if it can be done also for completed ones.
>>
>> people loved ms crm here and this what happened made everyone so angry
>>
>> just in case, for your information.
>>
>> thank you.
>>
>>
>>