I just wasted 20+ minutes on RedTail chat trying to figure out how to bulk transfer activities for a terminated employee who was one of multiple users assigned to tasks. The result was that I can't do this in bulk. It seems like a very common need. I fully agree with Alex and wonder how his comment has been out here for 2 years with so few votes. Also, the employee departure guide should clearly state that when you reassign activities in bulk, you are replacing ALL assigned users with the one newly assigned users.
Anonymous
I just wasted 20+ minutes on RedTail chat trying to figure out how to bulk transfer activities for a terminated employee who was one of multiple users assigned to tasks. The result was that I can't do this in bulk. It seems like a very common need. I fully agree with Alex and wonder how his comment has been out here for 2 years with so few votes. Also, the employee departure guide should clearly state that when you reassign activities in bulk, you are replacing ALL assigned users with the one newly assigned users.