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BresicWhitney

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  1. Choose the default 'Assign To' with reminders (instead of being 'record owner')

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    5 comments  ·  Feature Requests » Reminders  ·  Admin →
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    AdminRex Software (Support, Rex Software) responded

    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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    BresicWhitney commented  · 

    Bump! This feature would be very valuable for us.
    Have it default to the user, not the record owner.

    BresicWhitney supported this idea  · 

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