Contacts in ARTERNAL can be reassigned to a different user by updating the Assigned User field directly within the contact record or through bulk actions in the Contacts section.
This is commonly used when transferring collector relationships or updating account ownership.
🎥 Watch the quick walkthrough below:
Reassigning a Single Contact
To reassign an individual contact:
Go to Contacts
Open the contact record
Locate the Assigned User field
Select the new user from the dropdown
The contact will now be assigned to the selected user.
Reassigning Contacts in Bulk
To update multiple contacts at once:
Go to Contacts
Select multiple contacts
Head to the Selection Cart
Open the bulk actions menu
Choose Assign User button
Select the new assigned user
This will update the assigned user across all selected contacts.
Important Notes
Reassigning a contact does not delete activity history
Contact notes, emails, and transactions remain attached to the contact record
Bulk reassignment can help quickly reorganize ownership across teams
Related Article
For more information on assigning contacts, see:
“How to Assign Contacts in ARTERNAL”