Sansan

Changing holders of tags

Summary
System users can change the holder of tags of each user.
Here we will show how to do this.
(For how to change holders of business cards and contact reports, see here).


Note
-To use this function, system administrator level permission is necessary.
-Time required to move tags can range from just a few minutes to over 24 hours at the longest.
-When changing tags, all the tags held by the user specified will be changed.
"-Tags have the concept of owners. Tag creator = Tag holder. The name listed in parentheses after the name of a tag in the tag management screen is the holder of the tag.
For example: 02. Sales manager list (Kenji Yamada)."
-When the change is finished, an email notifying this will be sent to the new holder, the old holder, the administrator, and the Sansan contact person in your company.
(Subject of the email: The "Change" of Sansan "Holder" completed )


Procedure
1. Click on "Admin Settings", then on "Change Holder".

2. Select "Tags" from the Select Change Details.

3. Choose the current holder, and the new holder, and then click on "Confirm".

4. After checking the contents of the change, click on "OK".

5.In the "Confirm the Holder Change Status" section, the status "Reserved" will appear.

6. When the status changes to "Complete", the tag change is done.