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Product Suggestions
Categories CRM App
Created by Guest
Created on Mar 3, 2021

No default user set on a recall - Prompt to assign a user

A customer would like to have the recall not default to a user, but then prompt you to select a user when assigning/saving the recall. Avoids the issue of accidentally saving a recall to themselves/incorrect person(s). Can't currently edit the user a recall is set to, so this would hopefully devoid the issue of having to set another recall to a different user more frequently.

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