Assign to User who Adds Contact
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Mat Koenig
Current issue:
When a staff member is set to see only their own information, and they add a contact using the mobile app the contact disappears when they hit 'save' the contact vanishes because they can only see contacts assigned to them...and there is no way to 'assign contact' when adding a new contact.
Proposed solutions:
A. Automatically assign contact to the person who is signed in and adding them to the mobile app.
B. Have the 'assign to user' field available to everyone on the mobile app so that even if they can only see their own data, they are able to assign a contact to themselves when adding a new contact.
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B
Brian Clark
3 years later and the native add contact option is virtually useless because of the lack of ability to assign the form right off the bat. Kudos to them for all the extra fields we can use, but operationally it's a useless feature when a rep submits a lead and then can't see the darn contact. And the native add contact form isn't selectable via automation filters, either. It's the basics this platform still can't get right.
UPDATE: Even using n8n (or other) to try and bandaid this doesn't work, because HL doesn't send the user id of the user who submits the native Add Contact form. Maddening!
J
James Hurst
was on a call today and someone else needed this and I think it makes perfect sense
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Jordan Smith
Even if you added a field here were the user who is creating the contact can select who they want to assign the new contact too.
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M
Mat Koenig
Jordan Smith No need for that. We have made a workflow that says 'when new contact created, assign to...x' However, it makes sense to just auto assign the user as the one who added them in the mobile app since you don't typically add someone who isn't your customer :)
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Matthias Miller
+1 for automatically assigning contacts to the user who created them
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Michael K
Yes. And also have a round robin assign like calendar round robin. New lead comes in, say from chat widget or form and they haven't been assigned to anyone yet. Would be nice to set a round robin and choose what Users should be in it.