Changing holders of business cards and contact reports (Moving business card data)

System administrators can change holders of business cards and Reports for each user.
Please use this function when a business card has been scanned with the wrong holder selected or when a user resigns from your company.
Here we will show how to use this function. There are two ways of changing holders.

 

Pattern A: Changing all the business cards and Reports held by a specified holder
This is a way of moving business cards by only selecting the current holder of the business cards and the new holder.

 

Pattern B: Changing "some of" the business cards and Reports held by a specified holder.
This is a way of moving some business cards by selecting the current holder and the new holder, using tags attached to the business cards to be moved.

 

Note

-To use this function, system administrator level permission is necessary.
-Time required to move business cards can range from just a few minutes to over 24 hours at the longest.
-Cards selected for this process that have been recognized as the same person (past cards) will be included in this process.
-Business cards currently being transcribing cannot have their holders changed.
-For changing the holder of Reports, the person registering the Report will be changed. Users who are set to be internal attendees of meetings are not the people who will become the holders of the reports.
-Opportunity representatives and people registered to Opportunities will not be changed by this process.
-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 )

 

Tags added to cards after change holder

For either pattern A or pattern B, when the process for changing holder is complete, a tag will be automatically added to the cards that have been changed.
This tag will be a public My Tag of the new holder of the cards.
They will be named by the following rule.
Tag name ([Transition]Current (before change) user name _YYYYMMDD_HHmmss)
For example: If a card has been changed from Michiko Tokoro to Ichiro Suzuki:[Transition] Michiko Tokoro _20140120_123005( Ichiro Suzuki)

 

Common procedures for A and B

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

2. Select "Cards/Reports" for content to be changed.

 

A: When changing all the business cards and Reports held by a specified holder

Specify only the holders, and all the business cards and Reports that user has will be moved.

1. Select current (before change) holder, and new holder (after change), and click on "Confirm". After that, do not select "Tags to migrate".

2. Confirm the contents of the change, and then press "OK".

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

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

 

B: When changing some of the business cards and Reports held by a specified holder.

-This will move only cards and Reports with a specified tag added to them held by the specified user.
Before doing this, the tag for changing holders must be attached. For how to do this, see here.
The tag to be used for changing holders should be made by the new holder(after change) or by some other person except the except the current holder(before change) of the cards.

1. Select the current holder (before change), the tag to be used for the change, and the new holder (after change), and then click on "Confirm".

2. After confirming the contents of the change, click on "OK".

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

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