Primary Owner Corrections

Navigate: ClosedRecords > Corrections > Primary Owner

Description

Use the Primary Owner Corrections task to change ownership (transfer); or use it during any workflow in which ownership changes. Use this task when you have an official document. If you do not have an official document, use the Primary Owner Corrections - No Document task instead.

The primary owner is the owner name that will be displayed when only one name can be shown due to space restrictions on forms, reports, or screen layouts.  The term primary owner in Aumentum has no legal implication.

Steps

  1. Search for Official Document to Correct

  2. Correct Primary Owner