Need help

[Lisa_Herbst]

We had a young lady that was working at my company that assigned clients to us realtors by just typing our name into the assign field but never told us and we did not get any notification from the system. Is there a way we can look up our clients by how the young lady assigned them to us.

[John_Borelli]

In your contacts list “edit criteria/columns” button to start a new search. On the “misc. criteria” you can select the owner and then search. I would then save the report as a saved search for each owner/user so you can just call it up more easily in the future.