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while transfer the records/entity from one resource to another resource, we found some records are in grayed out and unable to transfer that records. but there is no “notification” or “help” is avaialbe to know the reason behind this, why these records are not able to transfer.

 

For example: transfer all those opportuntiy where user “A” is salesrep to user “B”. but while searching that records from resource “A” to To Resource “B”, multiple records comes with gray out and unable to transfer.

 

As a product enhancement, all relevant features/right must be auto grant/revoke while using transfer module or there must be clear message for not able to transfer records. so that admin/user can work out on that part and transfer the records.

 

Also we found that, while using transfer module, there is no history is being maintained on UI level, while history is enabled for “sales representative” UDF field.

Hello ​@DeepakGarg_NG 

Thank you for sharing this detailed enhancement request. We understand the challenges you’ve highlighted around unclear messaging, permission guidance, and transfer history visibility. To ensure visibility with our product team, we’ll be moving this post to the Feedback & Ideas section of the community, where it can be tracked, voted on, and prioritized. Our product team reviews this section regularly, and we’ll keep you updated here on any progress.

For future requests, we encourage you to post directly in the Feedback & Ideas section, as that’s the best way to ensure they are reviewed and considered by our product team.

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