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Considerations for Deactivating Vtiger Users
B
Bindu Rekha Babu
21 Sep, 2020 - Updated
1 year ago
Table of Contents
Introduction
How are existing records handled?
Users will have records, comments, and updates. When inactivating a user, as admin, you will be prompted to select an alternate user to transfer ownership of records.
The table below identifies the transferred records if an alternate user is selected.
Records | Results |
---|---|
Open records | Open records get transferred to the alternate user. ‘Assigned to’ field is updated with the transferred user name. |
Closed records | Closed records do not get transferred. They remain assigned to the inactive user. |
Shared Calendar | Shared Calendar doesn’t show inactive users’ activities. |
Reports | Reports ownership changes to transferred user. |
Scheduled Reports | Scheduled reports are not sent to inactive users. |
Filters | Records assigned to inactive users will still be available for filtering. The user name will appear in following format - (deleted)[Inactive username] |
Comments | Comments posted by inactive user do not get transferred. |
Workflows emails | Workflows actions do not get triggered for records that continue to be assigned to inactive users. |
Sales Insights | Charts show both active and inactive users activities. Eg, Pipeline activity by owner report displays both active and inactive users. |
Note! If the admin doesn’t select an alternate user, the “Assigned to” and “Created by” fields of all the open records retains the inactive user’s name.
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