Change Who/Owner

Use this action to change the employee to whom an activity is assigned.

1. Access the Activities list in one of the following areas:

   • Home
   • Accounts
     1. To access Accounts from the Home screen, do one of the following:
        • Click Accounts on the navigation panel.
        • Click Areas > Accounts on the menubar.
        • Click the down arrow next to Home on the options bar and select Accounts.
        • Click Locate on the options bar.

     To access Accounts from another area of the program, do one of the following:

     1. • Click Home > Accounts on the menubar.

        • Click the down arrow next to Home on the options bar and select Accounts.

        • Click Locate on the options bar.

     2. In the Locate account dropdown menu, select Broker, Client, Company, Employee, Finance Company, Other Interest, or Vendor.
     3. In the Locate by dropdown menu, select the appropriate option.
        
        Note: Location by phone number searches all phone numbers associated with client and contact accounts (e.g., residential, mobile, fax).
     4. Select the suitable checkbox or checkboxes to the right.
        
        

        • Insureds (available only if Clients is selected in the Locate Account field)

        • Prospects (available only if Clients is selected in the Locate Account field)

        • Additional Interest (available only if Other Interest is selected in the Locate Account field)

        • Bill to (available only if Other Interest is selected in the Locate Account field)

        • Certificate Holder (available only if Other Interest is selected in the Locate Account field)

        • Active

        • Inactive

     5. Enter the first few letters of the name, lookup code, phone number, etc. (depending on the selection in the Locate by dropdown menu) and press [Enter] or click Locate.
     6. The Results list displays all of the accounts that match the criteria you entered. Click on a column heading to sort the list by that category. For example, click the Last Name column heading to sort by last name in ascending order. To sort in descending order, click the Last Name column heading again.
     7. Highlight the desired item in the Results list.
     8. Do one of the following:
        
        
        • Click Activities on the navigation panel.
        • Click Areas > Activities on the menubar.
   • General Ledger
     1. To access General Ledger from the Home screen, do one of the following:

     1. • Click General Ledger on the navigation panel.
        • Click Areas > General Ledger on the menubar.
        • Click the down arrow next to Home on the options bar and select General Ledger.

     To access the General Ledger from another area of the program, do one of the following:

     • Click Home > General Ledger on the menubar.
     • Click the down arrow next to Home on the options bar and select General Ledger.

     2. To access GL Activities, do one of the following:
        
        • Click Activities on the navigation panel.
        • Click Areas > Activities on the menubar.
2. Select the activity or activities to be modified.

3. Do one of the following:

   • Click Actions > Change Who/Owner on the menubar or options bar.
   • Right click the desired activity and click Change Who/Owner (this is the only way to access the action from the Home screen).
4. Indicate whether the Who/Owner is an Employee or Work Group, then select an employee or work group from the dropdown menu.
5. Optionally enter a Note. The note’s Access level defaults to Public but can be changed if necessary.
6. Click Finish.