Can I transfer a user from one shift to another?
Yes, you can transfer a user from one shift to another whenever required. You can also choose whether to transfer the person immediately or later.
When you transfer a user the activities assigned to them for their previous shift will be carried forward to the new shift.
Note that when a user is transferred to another shift, the system will NOT check the user's availability for scheduled activities, so any conflict that may occur must be resolved manually by the CRM administrator.
To transfer a user to another shift:
- Go to Setup > General > Company Details > Business Hours.
- Click on the required shift.
- Assign or remove the required user.
- Click Save.