Posts: 1,665
Threads: 644
Joined: Aug 2016
Reputation:
164
Today when I removed a older user and created a new one, I can move all registry, in this operation to new
My problem, this operation, changes all registries in comment, and I need maintain a older comments with a older user
I know there another question about this, in GPRD too
I suggest created a global variable to choose whats modules is affect for this process, I means, moved from older user to a new user
This is possible? or maintain a older user is broken links or created a access problem ( with modules is private, for example .. )
What you think about it?
Ranieri
eCRM Web
Posts: 3,564
Threads: 36
Joined: Apr 2014
Reputation:
49
I think it would be an issue to keep records assign to deleted users, I would suggest you make them inactive in this case.
Joe
TSolucio
Posts: 1,665
Threads: 644
Joined: Aug 2016
Reputation:
164
But this created a new problems with a normal operation, like as
filter with a condition "current_user
report with a test for each user
payments test with a user ( for calculate a commission for sales )
and others ...
Ranieri
eCRM Web
Posts: 3,564
Threads: 36
Joined: Apr 2014
Reputation:
49
sorry, I don't understand any of those issues. I understand that we are talking about historical data. I mean, if you are actively working with the records assigned to an inactive user, you MUST assign them to an active user.
Joe
TSolucio
Posts: 1,665
Threads: 644
Joined: Aug 2016
Reputation:
164
Yes, but the problem is not all registries will be transfer to active user
for example
contacts, account, opportunities should be, but comments and payments not ...
Old comments, and older payments, need be, maintained a history, in original user
Ranieri
eCRM Web
Posts: 3,564
Threads: 36
Joined: Apr 2014
Reputation:
49
Sorry but I still don't see the problem. If you make a search for "current_user" the records assigned to the current user will appear, the ones assigned to other users won't, whether they are active or not. If you make a report searching for some users, the records will appear whether the user is active or not.
Joe
TSolucio
Posts: 1,665
Threads: 644
Joined: Aug 2016
Reputation:
164
Yes, that's the problem if I only marked a old user with inactive, and not transfer to new user ...
If i transfer old clients to new user, history is lost.
If i not transfer, my user filters and dashboards ( with the test current_user metatag not working ) ... I menas not list a registries assigned to a inactive user ... of course ...
Ranieri
eCRM Web