Many companies wish to be able to control the Record Manager of a Company record and the Record Managers of Contacts linked linked to that record.
For example if Chris Huffman is the RM of Company record CH TechOne we wish the following to apply:
If a new Contact is created from the Company record Chris Huffman will be the RM of that new Contact, irrespective of who creates the record.
If an existing un-linked Contact with a different RM is manually linked to the Company record a pop-up screen will warn that Chris Huffman will become the RM of that linked Contact record.
This behaviour should be an option, set centrally by an administrator.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.