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Thread: Setting Account Owner when creating New Contacts and Accounts

Jeff L
Posts: 65

Setting Account Owner when creating New Contacts and Accounts Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 17 Jul 07 11:05 AM

I need a little help.

We are using version 6.1.2. The Add New Account and Contact is still in legacy code.

I am having trouble setting the Account Owner when a new account/contact is created.

Has anyone set SalesLogix to set the Account owner to a specific team depending on the users team membership ?

Help

[Reply][Quote]

John Gundrum
Posts: 632

Re: Setting Account Owner when creating New Contacts and Accounts Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 17 Jul 07 2:43 PM

I can't say I've ever done what you're asking. But I do want to point out the fact that a user can be a member of multiple teams. How will you figure out which team to assign the owner of an account if the user is a member of 2 or more teams?

John G.

[Reply][Quote]

Jeff L
Posts: 65

Re: Setting Account Owner when creating New Contacts and Accounts Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 17 Jul 07 3:44 PM

We have agreed to use one as a default in the case of a user being a member of 2 or more teams.

[Reply][Quote]

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