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Can I take over companies and reminders from an inactive user?

You can take over companies and reminders from an inactive user.

To take over reminders:

  1. Select Account in the left menu and select Coworkers
  2. Press the name of the inactive user.
  3. On the inactive user´s card, you can find all the reminders that the inactive user is responsible for.
  4. Press one of them and choose to Edit by clicking the button in the right-hand corner on the reminder.

Now you can choose yourself as responsible for the reminder.

 

To take over the responsibility for companies:

  1. Select Account in the left menu and select Find Clients -> Companies 
  2. Make a filter selection of Responsible coworker and select the inactive user.
  3. Now you have a list of all companies you should change the responsible coworker for.
  4. Select the first company in the list, change the responsible and browse through by using the "remote" (the black strip with arrows on).
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