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Contact (and other record) Assignment

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#1 gfl


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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...

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