Automatically Move CTA/Risks when an account is reassigned

  • 7
  • Idea
  • Updated 1 month ago
While onsite with Micro Focus they requested the functionality to move CTAs/Risks from the old CSM to the new CSM when there is a reassignment
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Mike Maday, Employee

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Posted 1 month ago

  • 7
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Pam

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That would be awesome! This is a big struggle for us. I would also like to see the success plans also auto-reassigned. Thanks for submitting!
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Calvin Multanen

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+1 this would really save our team bandwidth 
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Mark Gecsey

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+1 Same here. Let's the tool work for us to keep data integrity.
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John Applebaugh

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Mass Edit works but only if you know all conditions - for example, if a CSM departs and all CTAs need to be reassigned to current account owner. But it would be preferred to have a way to query existing and automatically re-assign CTAs that are not assigned to the current account owner. Also, Success Plans - Mass Edit can move the Tasks but not the entire plan.