Jalip Transfer Hub - Enterprise Suite

Mass Responsible Reassignment

Initializing... Connecting...

1 Identify Profile Bounds

Previous Responsible User (Source)

New Responsible User (Target)

1.5 Record Status Filter

Which records should be transferred?

Note: Contacts and Companies do not have an "In Progress" status and will always be transferred if selected.

2 Core CRM Entities & Custom Fields

Deals

Update Primary Owner

Leads Update Primary Owner

Tasks

Updates core RESPONSIBLE_ID.

Contacts Update Primary Owner

Companies Update Primary Owner

3 Smart Process Automations (SPA)

Fetching secure SPA connections...

Save Log for 30-Day Revert

Individual Profile Audit

Search any specific user to instantly view their entire CRM workload.

Find a missing user

If somebody is absent from the dropdowns, ask the portal about them directly. This runs every user.search / user.get filter the REST API accepts — including XML_ID, internal phone and every custom user field on this portal, so an HR employee number works too — and shows exactly what Bitrix24 returns, then adds any hit to the dropdowns.

Custom Field Auditor

Search the entire CRM to find which active and dismissed users are assigned to a specific custom field.

1. Select Target Entity

2. Enter Custom Field Code

Total Items

Active Items

Closed Items

Active Users

Dismissed Users

Filter by user

User status

Items

User Account	Status	Active	Closed	Total	Action

Transfer History Log

Stored securely in your local browser cache. Click Revert to undo a specific mass transfer.

Date & Time	Direction (Source → Target)	Total Entities Migrated	Actions

Dismissed Matrix (Active / Completed)

Identifies records assigned to terminated accounts. Numbers shown are Active / Completed.

Dismissed User	Leads (Act/Cmp)	Deals (Act/Cmp)	Tasks (Act/Cmp)	Contacts (Total)	Companies (Total)	SPA (Act/Cmp)	Inline Transfer
Click "Full Scan" to compile matrices and initialize cache.