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Astute Commentator
cgtyclow
Posts: 13
Registered: 02-07-2011
Accepted Solution

How to change ownership of Opportunity Groups?

(using SLX 7.5.0.1484, SQL.)

 

In our SalesLogix system, we have a ton of groups that were created for the sales force, by a user who is no longer here. (I had switched him to "Retired," but then realized that caused problems with the Opp Groups he owned, and switched the user back to a Concurrent license.) I need to change ownership of the Groups he created. I can't see anywhere to do that in any GUI (is there?), so in what SQL table does this info reside? I've done an initial search and can't find the data. Thanks for any pointers here.

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Bronze Super Contributor
AdamTravers
Posts: 332
Registered: 03-24-2009

Re: How to change ownership of Opportunity Groups?

This information is stored within the plugin table. You will need to execute the following SQL:

 

Update Plugin Set Userid  = 'enter userid here'

Where Userid = 'enter userid here' and

Type = '8' and

Family = 'Opportunity'

Regards, Adam Travers
empath-e Services Limited
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Astute Commentator
cgtyclow
Posts: 13
Registered: 02-07-2011

Re: How to change ownership of Opportunity Groups?

Adam, thanks for the quick reply. A couple questions: From what table does the USERID field come, that I can associate a regular name with it? Also, it looks like the LOCKEDID field might be the relevant one to change, based on its "owner" - are you sure I shouldn't be changing that one?

-Conrad
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Astute Commentator
cgtyclow
Posts: 13
Registered: 02-07-2011

Re: How to change ownership of Opportunity Groups?

I found that I need to also search on (Released = 'T'), as the odd USERIDs were confusing me when Released = 'F'. I will change the LockedID field as well. Thanks for the help.
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Gold Super Contributor
RJLedger
Posts: 2,234
Registered: 03-19-2009

Re: How to change ownership of Opportunity Groups?

UserInfo..

--
RJ Ledger - rjledger@rjlSystems.net

".. Stay Focused..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html
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Astute Commentator
cgtyclow
Posts: 13
Registered: 02-07-2011

Re: How to change ownership of Opportunity Groups?

Thanks RJ, I had figured that out. The odd thing is, if Released = 'F', then the USERID field appears to have a "dummy" ID, and the value of LOCKEDID appears to be valid. Once Released = 'T', then USERID appears to be assigned a valid id. Any idea why that happens?
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