Transfer data from one user to another?
How can we easily transfer data from a previous employee who is no longer in the company to a new employee that was hired?
Currently they transfer the data manually to the new employee, was thinking of a way to automate this process for new hires that are replacing older employee's.
Thank you for reaching out! The way to accomplish this will depend on the way your data is set up. If you are changing the value of a relationship field and are looking to do that in bulk, you can use the quick filter feature as well as the bulk update feature to quickly reassign records to a different parent record. For your reference, I have provided a couple of links to our Knowledge Base with information about quick filtering and updating records in bulk.
If you would like for a member of our Support Team to take a look at your account and provide a more detailed response, please send the details of your request to firstname.lastname@example.org
We look forward to hearing from you!