What can be transferred from one user to another user during mass transfer of account records?

During the mass transfer of account records, open cases can be transferred from one user to another. This functionality is essential in ensuring that ongoing support and customer service matters are seamlessly handed over to another team member, which is vital in maintaining continuity in service.

Transferring open cases ensures that the new user takes on responsibility for active issues, allowing them to follow through with the case's resolution without disruption. This transfer capability is critical in managing client relationships and ensuring that clients receive timely updates and support for their ongoing inquiries or issues.

Other types of records, such as closed activities and closed cases, do not need to be transferred since they are already resolved and do not require ongoing attention. Similarly, open activities can often remain with the original user, as they pertain to tasks that may not need direct case handling or customer interaction.