Enhance Auto Assignment Feature
It would be nice to be able to use the auto assignment feature as follows instead of having to use workflows and enable this to be used with the contacts tab instead of assigned sf:
1) When a new user is added in a particular role to the contacts tab of an L1, automatically assign them to the L2s in the contacts tab as a particular role
2) When a new L2 is created and users from the L1 are set to auto assign to the L2, the assignment is passed upon activity creation
3) When a user is removed from an L1 in a particular role, automatically remove them from all L2s in the contacts tab as that particular role (unless they should still remain there from another auto assignment role definition
On a similar strand, if users are assigned in a record on a provider UTA, there should also be auto assignment features that are configurable in the same way to the consumer UTA records (new record, addition of new user, deletion of user)
Carolyn Bringman
shared this idea
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
There are multiple parts to this idea. One is that we will ensure the auto-assignment works for single users, this ticket will represent the request to support multiple contacts. We may also consider supporting deletions, but that will be after we deliver this first step of supporting multiple contacts.
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Celeste Orr
commented
This gets a big up-vote from me - it would save loads of time and confusion.