When assigning an organisation to someone
To save duplication it would be great if when you get assigned an organisation workbooks automatically links you to any opportunities for that organisation.
Also when you create an opportunity that it would automatically enter all people from the organisation and any other previous organisation notes.
We will review this issue in due course. Initial thoughts: Any changes to the way in which the “Assigned to” functionality works need to be carefully considered because there may be unforeseen knock-on effects. Additionally not all Workbooks customers use this functionality in the same way e.g. Just because an Organisation is being assigned to a different user, should all opportunities be re-assigned? If multiple sales people sell multiple times to the same organisation there may be multiple ongoing and historical opportunities that need to be assigned to different people.
David Turner commented
I think it makes sense that if an Organisation record is assigned to a particular team member, all Person records for that Org should automatically be assigned to that user, by default.
Danielle Kinsella commented
To add to the above - it would be good to get all people associated to the organisation you are assigning to be automatically assigned to the organisation account manager.