David Turner

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    2 comments  ·  Workbooks Enhancements & Suggestions  ·  Flag idea as inappropriate…  ·  Admin →
    under review  ·  Keith Evans responded

    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.

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    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.

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