I would like to be able to ...

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.

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    escesc shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    completed  ·  Tactile CRMAdminTactile CRM (Admin, omelett.es) responded  · 

    This has now been implemented, if you visit the activities tab you can tick the activities and assign them to a different user.

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      • Matt CodyMatt Cody commented  ·   ·  Flag as inappropriate

        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.

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