Jump to content


Photo

Contact (and other record) Assignment


  • Please log in to reply
No replies to this topic

#1 gfl

gfl

    Advanced Member

  • Members
  • PipPipPip
  • 32 posts

Posted 08 July 2018 - 01:56 PM

How to set default assignment to the user creating the contact and/or a group, rather than just to a sole crm wide default?

 

On my X2 assignment default must be set to an existing user or group, and that default is for every user - so, for example, if a user creates a contact without changing the default assignment they cannot see the contact they just created because it is not assigned to them...






0 user(s) are reading this topic

0 members, 0 guests, 0 anonymous users