Ann-MarieHolloway Posted October 28, 2019 Posted October 28, 2019 Good Morning, Do you happen to know if there is a quick way to identify Activities assigned to an Analyst? We have a couple of people who have left the organisation and I am unable to delete their Service Manager account, as they have Activities assigned to them. The line manager for that team can see calls, but not Activities. Many Thanks
Steven Boardman Posted October 28, 2019 Posted October 28, 2019 @Ann-MarieHolloway if you or their line manager are marked as their manager in their profile (record), then on the activities view, you should be able to select them from the user filter as below:
Ann-MarieHolloway Posted October 28, 2019 Author Posted October 28, 2019 Brilliant, thank you Steve. i have added myself into that team, however not as their line manager so I'll give him a shout. Thank you.
Ann-MarieHolloway Posted October 28, 2019 Author Posted October 28, 2019 @Steven Boardman that worked a treat. Unfortunately, one of the leavers has over 600 activities linked to him. Is there a way to close them in bulk, or do we simply need to close them individually? I think I already know the answer, but I'm willing to enquire
Steven Boardman Posted October 28, 2019 Posted October 28, 2019 @Ann-MarieHolloway i am afraid so through the UI, one consideration of course with all of this is, if these activities are tied to requests, and are process driven where you may have different outcomes possible. If that is the case, mass closing or just setting to done may have an impact of processes which are expecting activity specific outcomes which had been configured in your processes. Of course i don't know this, as i am not sure how your solution is configured, and what these activities are, but thought i would add things to consider when looking at these
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