Change of an object assignee temporarily or permanently reassigns objects from one employee to another during vacation/time-off periods, based on parameters selected by a manager.
Temporarily or permanently reassign records from one employee to another during vacation, PTO, or upon exit of an employee.
- create a business process to temporarily or permanently reassign workload for any user in Creatio from cases, leads, opportunities, and activities;
- decide the parameters of the reassignment: object type, employees involved in reassignment, date range, temporary or permanent reassignment;
- temporary reassignment, once the timeframe elapses, objects revert back to the original employee if the parameter was checked on the open edit page.
Addition of custom sections, notifications, or additional functionality are services that can be provided by contacting Kewl Consulting.
Price and support
To keep this app free of charge, support is provided only by email.
The template is compatible with CRM Creatio only.