How to change record ownership and record curtaining en mass for GoldMine contact records?
NOTE: The process below cannot be easily undone therefore it is CRITICAL to ensure that a fresh Microsoft SQL backup of the GoldMine database is made prior to proceeding with the update..
For assistance with making a Microsoft SQL backup go to: How to make a Microsoft SQL backup of the GoldMine database
2. Click on the Go To menu > Lead Management.
3. Click "Assign and Owner/Manager"
4. Select a filter or a group to apply the change to.
5. Assign the owner in the "Assign the owner value of" drop-down menu.