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Bill Johnson

I had a mass change occur and it was not something that was scheduled. How can you track unauthorized mass changes?

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a mass change occurred but I am unable to track down how it happened.  Mass operations are not allowed in my settings. Updated dates do not reflect when 1700+ accounts were affected.  All of these accounts were of a specific type and they were all changed to one specific account manager.  I need to find out how and when this happend.  Any help would be appreciated.   Because putting them back is not easy.

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  • 0

    Hi Bill

    Is this a change to the Company record? 

    Changes made to a row made through the Sage CRM interface should be recorded in the xxxx_updateddate and the XXXX_updatedby fields.

    The large scales changes can be made by the obvious "Mass Update" feature.

    But other features can made sweeping changes.  For example within the User admin screens a user's work in progress can be reassigned to others.

    Escalation rules can make sweeping changes - there is an SQL Update Action - and this could be unintentional.

    Another unintentional impact could be an UpdateRecord function within a Table Level Script that cascades a change through multiple records.

    If the Company (Account) was reassigned, where the opportunities, cases and communications reassigned?  Do you have clusters of data changing at once?

  • 0 in reply to Sage CRM

    I looked in the logging section, but find nothing specific to the change that occurred.

  • 0 in reply to Bill Johnson

    opportunities and communications were not reassigned.  The "updated date" and "updated by" did not reflect the change.

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