Assigned To / Initiated By

[Guest]

Still trying to get the foundations in place for a really solid database.

When setting up a new Account I see fields for 'Assigned To' and 'Initiated
by'. Can anyone explain the difference between the two.

If I wanted to allocate an Account to a salesman, which one would I be
better off using? Or am I better of using a Category?

If it helps to have more information, things I may want to do at a later
date are: pull off reports by Salesman, move individual Accounts to another
Salesman, update a Salesman's name (for example if one leaves and his area is
replace en masse by a new Salesman), or view all Accounts for one particular
Salesman.

Thanks for any advice.

 

[mrtimpeterson via OfficeKB.com]

Sue,

These are great questions as you do the all important up front work of
thinking these matters through in order to create a more useful db for your
business. I would use the "Assigned to" field to designate assignment to a
salesperson. I believe that the design of this field is intended to be
populated by other shared db users from an edited list you create. The
"Initiated by" field can be where you link to someone who may have played a
role in referring the business to you in the first place.

-THP

 

[Guest]

Thanks for your advice. Do you know if there is a way to do a global update
of the Assigned To field - ie. select multiple Accounts and change them all
in one go?

 

[Luther]

Thanks for your advice. Do you know if there is a way to do a global update
of the Assigned To field - ie. select multiple Accounts and change them all
in one go?






- Show quoted text -

I believe that for global updates you are limited to doing them
directly in the database, or perhaps exporting to a bcm file, updating
that, and then reimporting.

 

[Guest]

Hi Luther

I'm not sure I understand what you mean when you say "limited to doing them
directly in the database". How do I do this? I would prefer not to have
the aggravation of exporting and re-importing.

Thanks.

Sue