Home | Forums | Contact | Search | Syndication  
 
 [login] [create account]   Wednesday, July 9, 2025 
 
slxdeveloper.com Community Forums  
   
The Forums on slxdeveloper.com are now retired. The forum archive will remain available for the time being. Thank you for your participation on slxdeveloper.com!
 Administration Forums - General Administration
Forum to discuss general administration topics for SalesLogix (including LAN & remote topics). View the code of conduct for posting guidelines.
Forums RSS Feed


 Back to Forum List | Back to General Administration | New ThreadView:  Search:  
 Author  Thread: Default Owner
Craig
Posts: 13
 
Default OwnerYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 06 Jun 07 8:18 AM
Goodmorning.

We recently moved our Canadian users to their own team. I created the team and moved all users to this team, and set the default owner to the canada team, but many of the users default owner keeps switching back to the settings prior to the team move. This prevents the users from seeing accounts that they create in the remotes. Any ideas what could be changing the default owner?

SLX v6.1

Thanks,
Craig
[Reply][Quote]
Frank Chaffin
Posts: 475
 
Re: Default OwnerYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 06 Jun 07 8:31 AM

Are users changing it in the SalesClient via Tools -> Options?

Are you copying user profile information?
[Reply][Quote]
Craig
Posts: 13
 
Re: Default OwnerYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 06 Jun 07 1:28 PM
I have the allow users to change these settings turned off. I am editing each user profile individually. Two of the users I changed this morning have changed back.
[Reply][Quote]
Frank Chaffin
Posts: 475
 
Re: Default OwnerYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 06 Jun 07 1:41 PM
Very interesting...

What v6.1 Service Packs and HotFixes have you intalled?

Do you have Remote users?

Do you use the Slx WebClient?
[Reply][Quote]
Craig
Posts: 13
 
Re: Default OwnerYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 06 Jun 07 2:50 PM
Version 6.1.3.1101 which I believe is SP3. We also have installed HF3 and HF8.

Yes, all the users that keep changing are remote users. No web clients used.

I checked everyone at 1CDT and they were ok, one user synced at 2CDT, and her default team had changed back to the original settings. So the remote setting is overriding the admin setting. Strange. I guess the best way to remedy this is to turn back on the option to let them change the setting and have all of the Canadian team set their default owner.
[Reply][Quote]
Carla Tillman
Posts: 290
 
Re: Default OwnerYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 07 Jun 07 10:33 AM
Craig,

You may have to request that your Remote users go in and change their Default Ownership via Tools | Options. When I moved ownership and team settings (Security changes) on a 6.1 install a couple years back, I was told that 'in theory' I didn't have to recut. The reality was I wasted almost 80 man hours trying to find a way and ended up recutting in the end.

This may not be the case in your situation, but it held true in mine.

Carla
[Reply][Quote]
Craig
Posts: 13
 
Re: Default OwnerYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 08 Jun 07 7:10 AM
I think you are correct. I have had the users change the option remotely and the correct owner is sticking for the ones who have done it themselves. Thanks for everyones help.

Craig
[Reply][Quote]
 Page 1 of 1 
  You can subscribe to receive a daily forum digest in your user profile. View the site code of conduct for posting guidelines.

   Forum RSS Feed - Subscribe to the forum RSS feed to keep on top of the latest forum activity!
 

 
 slxdeveloper.com is brought to you courtesy of Ryan Farley & Customer FX Corporation.
 This site, and all contents herein, are Copyright © 2025 Customer FX Corporation. The information and opinions expressed here are not endorsed by Sage Software.

code of conduct | Subscribe to the slxdeveloper.com Latest Article RSS feed
   
 
page cache (param): 7/9/2025 8:40:33 AM