Print      Open PDF Version of Online Help


Previous Topic

Next Topic

Assigning Records to Books

Before you begin. To assign records to books, your role must include the Manage Books privilege.

Records such as Accounts, Contacts, Leads, Opportunities and Service Requests can be assigned to books. There are two ways to assign records to books:

  • Individually by using the Detail page for the record
  • By batch assignment

Both methods are described in this topic.

To assign a single record to a book

  1. Navigate to the Detail page for the record.
  2. On the title bar of the Books section of the Detail page, click Add.
  3. In the book selector, choose the book to which you want to assign the record, and click OK.

To batch assign records to books

  1. In the list window, click the Menu button on the title bar, then click Batch Assign Book.
  2. In the Batch Assign Book window, click the selector button beside the Target Book box then, in the Book lookup, choose the book to which you want to assign records.
  3. Choose an Assignment Option for the records in the list.

    Option

    Description

    Add

    Adds the Target Book to all records. This assignment does not affect any previous book assignment for the records.

    Replace Type

    Adds the Target Book to all records and removes any previously assigned books that have the same type as the Target Book.

    NOTE: Book Types are defined by your company administrator.

    Replace All

    Adds the Target Book to all records and removes all previously assigned books, regardless of type.

    Replace Book

    Specifies the book that you want to replace.

    Reassigns records from the book you specify here to the Target Book. Other records are not affected.

    Remove

    Removes the existing assignment to the Target Book from all records.

    Remove All

    Removes all assigned books from the records.

  4. If you choose any option other than Add in step 3, you must now choose an Apply To option.

    Option

    Description

    Manual Associations

    Applies the Assignment Option to all selected records for which the existing book assignments were made manually

    Automatic Associations

    Applies the Assignment Option to all selected records for which the existing book assignments were made by workflow or batch

    Both

    Applies the Assignment Option to all selected records

  5. To apply your chosen assignment criteria, click Assign.

    The Batch Assign Book Queue window opens, showing your assignment request in the Active Requests section. For more information, see Batch Assign Book Queue Page.

    When your request has been processed, you will be notified by email.


Published May 2008