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Default account manager

Posted: Tue Mar 28, 2017 10:08 am
by Kmyers1730
Could we have the owner be the default account manager? I know you can import in to an account manager but it would be awesome if there was a default option you could setup in the users so you don't have to assign them each time if you are a sole user of APWT.

Re: Default account manager

Posted: Mon Feb 17, 2020 11:14 am
by Cgosnel3610
TOTALLY AGREE! I was just looking this up myself since I"m the sole user and truly dislike having to change the account manager with each new record.

Re: Default account manager

Posted: Mon Feb 17, 2020 5:30 pm
by NoahBaldwin
Thank you for the suggestion! This has been added to the newest version of AllProWebTools - version 5.3. To use this feature, click Settings->Users. Select the user to become the default account manager. Choose the "Settings" tab and toggle the "Default Account Manager" switch to the "On" position. Now, each contact that is created by you or by the system will automatically set the selected user as the account manager.