Contents
- Steps for suspending a resource
- 1. Go to the Teams module
- 2. Select the resource that you wish to suspend
- 3. Click on the “Active” dropdown located at the top right
- 4. Click on the ‘Suspend’
- 5. A popup will appear indicating the migration of functions. If your resource is associated with quotes, jobs, opportunities, customers, etc. You cannot suspend it directly before transferring that data to another resource. Click on Next to assign the resource
- 6. Select the resource to whom you want to transfer the data and click on ‘Next’
- 7. After selecting the resources, a pop-up will appear to migrate all the data. Click on ‘Migrate’, and your resource will be successfully suspended.
Steps for suspending a resource
1. Go to the Teams module
2. Select the resource that you wish to suspend
3. Click on the “Active” dropdown located at the top right
4. Click on the ‘Suspend’
5. A popup will appear indicating the migration of functions. If your resource is associated with quotes, jobs, opportunities, customers, etc. You cannot suspend it directly before transferring that data to another resource. Click on Next to assign the resource
6. Select the resource to whom you want to transfer the data and click on ‘Next’
7. After selecting the resources, a pop-up will appear to migrate all the data. Click on ‘Migrate’, and your resource will be successfully suspended.
