+1
Project Coordinator - Creation of Project
When a new project is created, the person who creates it is assigned the role of Project Manager. Is it possible to change that from the Client's Profile? I would like to assign always the same Project Manager and same Project Coordinator to each individaul client, no matter who creates the project. Thanks!
Customer support service by UserEcho
This is a bit counter-intuitive:
1) On a Client profile you can indeed define responsible persons. But those will only apply if a Quote or Project is created by a Client or Client contact person via Client Portal
2) If a Project/Quote is created by Home Portal user, PM will set to logged in user. Only way to change PM/PC is to choose them from droplist on Quote/Project Creation screen.
Thanks!!