{"id":143,"date":"2009-05-30T03:58:00","date_gmt":"2009-05-30T03:58:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=143"},"modified":"2009-05-30T03:58:00","modified_gmt":"2009-05-30T03:58:00","slug":"batch-user-change-utility","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/05\/30\/batch-user-change-utility\/","title":{"rendered":"Batch User Change Utility"},"content":{"rendered":"<p>Here is an <strong>utility <\/strong>which externally logs in to the <strong>CRM <\/strong>to do any changes or operations on standard sage CRM databse. This utility is meant to <strong>change the assigned user for number of person records <\/strong>at the same time.<\/p>\n<p>The basic <strong>UI<\/strong> will be something like below.<\/p>\n<p><a href=\"http:\/\/4.bp.blogspot.com\/_A6_b0zkYeSY\/SiCwe4N6wpI\/AAAAAAAAAY4\/5k5eN8xMtjE\/s1600-h\/main.bmp\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" id=\"BLOGGER_PHOTO_ID_5341463202594734738\" style=\"DISPLAY: block; MARGIN: 0px auto 10px; WIDTH: 400px; CURSOR: hand; HEIGHT: 305px; TEXT-ALIGN: center\" alt=\"\" src=\"http:\/\/4.bp.blogspot.com\/_A6_b0zkYeSY\/SiCwe4N6wpI\/AAAAAAAAAY4\/5k5eN8xMtjE\/s400\/main.bmp\" border=\"0\" \/><\/a><\/p>\n<p>Here we just need to enter <strong>CRM Instancename<\/strong>, <strong>User Id <\/strong>and <strong>Password<\/strong> and click on <strong>connect <\/strong>button to externally login to <strong>CRM<\/strong>. Then we can click on <strong>Find <\/strong>button to find all the <strong>person <\/strong>records and display them in the <strong>grid <\/strong>below. Also we can provide the criteria like <strong>Assigned user <\/strong>in the field above the grid while filtering the <strong>person <\/strong>records. Now from these list of records we can select the particular records using the <strong>checkboxes <\/strong>or we can select them all by using <strong>Select All <\/strong>button.<\/p>\n<p>Now, the user just needs to select <strong>new user<\/strong> in the <strong>New Assigned user<\/strong> field and click on <strong>Update Assigned User<\/strong> button to assign that user to all the <strong>person <\/strong>records selected in the grid.<\/p>\n<p><a href=\"http:\/\/4.bp.blogspot.com\/_A6_b0zkYeSY\/SiCyuCLZ7_I\/AAAAAAAAAZA\/rVjqrN4FmOM\/s1600-h\/main2.bmp\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" id=\"BLOGGER_PHOTO_ID_5341465661989842930\" style=\"DISPLAY: block; MARGIN: 0px auto 10px; WIDTH: 400px; CURSOR: hand; HEIGHT: 305px; TEXT-ALIGN: center\" alt=\"\" src=\"http:\/\/4.bp.blogspot.com\/_A6_b0zkYeSY\/SiCyuCLZ7_I\/AAAAAAAAAZA\/rVjqrN4FmOM\/s400\/main2.bmp\" border=\"0\" \/><\/a><\/p>\n<p><marquee width=\"80%\"><b>If you find this useful, Please drop us a mail on <a href=\"mailto:crm@greytrix.com\">crm@greytrix.com<\/a>. <\/b><\/marquee><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/05\/30\/batch-user-change-utility\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[608,1126],"class_list":["post-143","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-batch-user-change-utility","tag-external-login-utility"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Batch User Change Utility - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/05\/30\/batch-user-change-utility\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Batch User Change Utility - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Here is an utility which externally logs in to the CRM to do any changes or operations on standard sage CRM databse. 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