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.

Use cases:

Temporarily or permanently reassign records from one employee to another during vacation, PTO, or upon exit of an employee.

Key features:

• 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.

Notes:

Addition of custom sections, notifications, or additional functionality are services that can be provided by contacting Kewl Consulting.