Update Ownership / Assigned to on Jobs and Opportunities from Tearsheets

The Manage Ownership / Assigned to feature on Tearsheets has been updated:

  • You can now mass update the owner of a Job or Opportunity regardless of who the current owner is.
  • When using the Manage Ownership option against a single record, the Current Owner drop-down will be populated with the record’s current owners.
  • Users with the Mass Update Job Assigned To user entitlement can now mass update the Assigned to field on Jobs from Tearsheet Lists.
  • Updating the Owner or Assigned to fields will now only show options the user is entitled to see.