Saturday 19 March 2016

Move records automatically to Owner's Queue

Hi,

Today, we got a requirement from Customers to all the Tasks created in the system should move to the Owner's respective queue. Then we were thinking of the custom approach and then we got a doubt it should be available in OOB CRM with some configuration settings. After checking, yes it is available.

Go to Customizations -> Entity Information -> Tick the check box which is available just below the Queues as shown in the figure.

Hope this helps.
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Happy CRM'ing

Gopinath

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