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Workspace PS Web App & Platform
Categories Companies & Contacts
Created by William Atchison
Created on Jan 27, 2023

RELATED IDEAS

When deleting Contact a prompt states linked to a default assignee.

It would great if the error message for deleting a contact when there is a default assignee, if the message would include where the default assignee is located. Otherwise the client is searching every form until it is found.

  • Attach files
  • Tonya Overstreet
    Reply
    |     Oct 28, 2024

    Currently, you can't delete a contact if any record has been assigned to the contact. A message showing what records they were assigned would make it easier than searching through all records to find the assigned record.


  • Avis Chareunsouk
    Reply
    |     Jan 27, 2023

    When we have a contact that is a project manager on multiple projects, not only am I trying to search the default assignee for each record type, but also repeating the steps for each project. If the notification can identify exactly where it's linked, it would save a lot of time and not having to play the guessing game.

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