Choose the default 'Assign To' with reminders (instead of being 'record owner')
When setting reminders, the default 'Assigned To' is 'Record Owner'. I would like to be able to choose who I have as the default. Personally, I would prefer the default to be me instead. Almost every reminder I set is on my own contacts which means I never change the assigned to selection. However, every so often I assign a task on contacts that belong to property managers when they ask me to do sales tasks and its so easy to accidentally assign it to the record owner in the rush to get tasks done.
Dylan
shared this idea
Hi all,
This default is in place to deal with scenario’s where members of admin staff, pa’s and other staff members are scheduling reminders on behalf of record owners. It also helps to ensure that when record’s change ownership, so to does the responsibility of executing on the tasks themselves.
Happy to hear thoughts on how you think us updating the default to run off “yourself” would reconcile with the existing use cases and / or any alternative way’s of dealing with this you might have in mind.
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Anonymous
commented
Bump! This feature would be very valuable for us.
Have it default to the user, not the record owner. -
BresicWhitney
commented
Bump! This feature would be very valuable for us.
Have it default to the user, not the record owner. -
Dylan
commented
I think you should be able to choose your default. For sales people, they'll generally want to assign to themselves. For PA's, admin etc... They'll often assign to the record owner.
However, our office often has a range of buyers and sellers that have been added by another sales person and so "record owner" is not a great default.
Perhaps in the situation when you change the ownership of a record, it could either:
A) Give an option to merge the reminders across or leave them with the current staff member
B) Leave the reminders with the original staff member unless the staff member is deleted from the system and at that point, the reminder gets moved to the new record owner for that contact.
C) A bit of both - ask if the reminders are to merge when changing a contacts ownership but if the staff members profile is being deleted, then merge to the record owner.I've also noticed that some contacts are owned by 'system user' or 'rex (something)'.. In these circumstance if a staff member is deleted and the reminders are going to get lost in the system by being merged to system user or rex (i.e. a non staff member) then there should be a member of staff, perhaps an admin that will then has the task show up in their reminders and they can allocate those contacts off to the right staff member.
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Hi all,
This default is in place to deal with scenario’s where members of admin staff, pa’s and other staff members are scheduling reminders on behalf of record owners. It also helps to ensure that when record’s change ownership, so too does the responsibility of executing the tasks themselves.
Happy to hear thoughts on how you think us updating the default to run off “yourself” would reconcile with the existing use cases and / or any alternative way’s of dealing with this you might have in mind.
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Matt Kenny
commented
Hi guys, I have just voted x3 for this but can see no response from Rex to Dylan's post back in May. For people who are assigning many reminders each day this would be an awesome time saver.