Sage CRM – Tips, Tricks and Components
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Batch User Change Utility

By greysagecrm | May 30, 2009
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Here is an utility which externally logs in to the CRM to do any changes or operations on standard sage CRM databse. This utility is meant to change the assigned user for number of person records at the same time.

The basic UI will be something like below.

Here we just need to enter CRM Instancename, User Id and Password and click on connect button to externally login to CRM. Then we can click on Find button to find all the person records and display them in the grid below. Also we can provide the criteria like Assigned user in the field above the grid while filtering the person records. Now from these list of records we can select the particular records using the checkboxes or we can select them all by using Select All button.

Now, the user just needs to select new user in the New Assigned user field and click on Update Assigned User button to assign that user to all the person records selected in the grid.

If you find this useful, Please drop us a mail on crm@greytrix.com.

Related Posts

  • External CRM Login and Handling Utility
  • Modify User Preferences from Info Manager user's Login
  • Creating User Multi Selects
Category: Uncategorized Tags: batch user change utility, external login utility
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