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bruceBrownlee
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Member since ‎Jun 17, 2024
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Bruce Brownlee

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bruceBrownlee on June 17, 2024
I doubt that it is not possible to delete erroneous Company Owner history records, but would like to confirm. Our automation attributes clients sales to the Company Owner in the Company Owner History as of the date of sale. We have frequent errors read more
0 upvote
5 Replies
Participant
June 17, 2024
Good point Frank, I think digging in on the Company Owner changes is a good direction. I see both CRM UI and CRM UI Bulk Action listed as SOURCE. ...read more
Solved
bruceBrownlee on June 17, 2024
I doubt that it is not possible to delete erroneous Company Owner history records, but would like to confirm. Our automation attributes clients sales to the Company Owner in the Company Owner History as of the date of sale. We have frequent errors read more
0 upvote
5 Replies
Participant
June 17, 2024
Good point Frank, I think digging in on the Company Owner changes is a good direction. I see both CRM UI and CRM UI Bulk Action listed as SOURCE. ...read more
Solved
bruceBrownlee on June 17, 2024
I doubt that it is not possible to delete erroneous Company Owner history records, but would like to confirm. Our automation attributes clients sales to the Company Owner in the Company Owner History as of the date of sale. We have frequent errors read more
0 upvote
5 Replies
Participant
June 17, 2024
Good point Frank, I think digging in on the Company Owner changes is a good direction. I see both CRM UI and CRM UI Bulk Action listed as SOURCE. ...read more
Solved
bruceBrownlee on June 17, 2024
I doubt that it is not possible to delete erroneous Company Owner history records, but would like to confirm. Our automation attributes clients sales to the Company Owner in the Company Owner History as of the date of sale. We have frequent errors read more
0 upvote
5 Replies
Participant
June 17, 2024
Good point Frank, I think digging in on the Company Owner changes is a good direction. I see both CRM UI and CRM UI Bulk Action listed as SOURCE. ...read more
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