Assign records to Teams
planned
Richard Åkerblad
Any movement on this?
This would make Guest accounts a lot more useful :D
Cheyenne at MassiveReach
This would be major for us on multiple fronts. One major problem we have is that we see a lot of individual turnover with some of our clients. Assigning and re-assigning tasks, etc from Individual #1 to Interim role Individual #2 to New role individual #3 at scale will be nearly impossible.
This becomes even more important since we cannot change an accounts email address in order to try to hand the account to the next person cleanly. Eventually a new CMO will be logging in under an email from someone who left 5-10 years ago.
The other area where this will help is in just making records visible by assigning a team. Again, if we on-board a new individual to a team that needs to view (but not own) tasks... we are just left to go through the skulldrudgery of individually assigning them to a guest access view for every single record. With this.. we'd just add them to the team that already has guest view access appropriately assigned... and with historical view of what has been done (since we'd never remember or bother to assign the new person to stuff already completed).
N
Nathan Arant
Yes! This really builds out the usefulness of teams.
Stacey Jenkins
This is important to my team as well. Thanks for suggesting it, Paul.
Jon Darbyshire
planned
Konstantin Skorodumov
Jon Darbyshire: awesome, thank you! It will solve some issues with the permissions/restrictions.
G
Gady Margalit
Jon Darbyshire 1 year and 2 months later 😉
Any news? this would solve so many problems😃
Jon Darbyshire
Paul Ricci Agree. I will find a way to get this on the short term roadmap.
lorenzo
Jon Darbyshire: Any updates on this?