Vital CRM
When adding information, how do I set default myself as the assignee?

Users with permission to set assignee (responsible person) can automatically set themselves as the assignee (responsible person) when adding new data. This does not affect data modification.

Using this account as an example, permissions can be set for the assignee (responsible person) field in customer data:

* If you do not have permission to set the responsible person for customer data, please contact your system administrator to set it in the "Role Permissions" function.



When adding new customer data, the responsible person field will be defaulted to yourself and can be modified:



However, when adding a new company, the responsible person will not be defaulted to yourself (since you do not have permission to set the responsible person for a company), and you will not be able to modify it.

Users with permission to set assignee (responsible person) can automatically set themselves as the assignee (responsible person) when adding new data. This does not affect data modification. (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4318