Implement re-assigning of activities
Allow reassigning activities, individually or on-mass to another user by someone other than the user (eg Admin). Especially useful when a person leaves or changes roles in the business. Currently only the person who has the activity assigned to them can reassign, edit or mark it complete.
This has now been implemented, if you visit the activities tab you can tick the activities and assign them to a different user.
1 comment
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Matt Cody
commented
This would be a really valuable feature, especially for organisations with a range of personnel. As the company grows, the ability to assign clients, opportunities or activities en-masse to new recruits as roles change would be extremely helpful. I would also like to be able to re-assign items according to tags, for example. So, if I have a particular set of organisations that are all sharing one specific tag - I'd like to be able to assign them all to one employee rather than going through the list and assigning them individually.