Customer Forum

Remove old users from the Assign to que

Alex Posted: 2019-06-26 10:03

Hi All,

we migrated our old CRM database to the Workbooks environment successfully back in 2018. I want to remove old users from the drop down picklist when you are selecting a user to assign an opportunity to. Is there a simple way to do this?


Sam (Workbooks Online) Posted: Fri, 05.07.2019 - 10:51

Hi Alex, 

The Assigned To picklist is populated by your list of active users. To see this, you will need to go to Start > Configuration > Users & Security > Users. From here, you can remove the licence, and disable any users who are no longer with your company that you would like to remove from the list. Please let me know how you get on with this. 

Kind Regards, 
Workbooks Support