I would like a way to reassign the contacts on an account to another owner
I accidentally created hundreds of contacts in my name (I am the sales assistant). I meant to give them to the account owners so that they could use them.
It would be nice if Matrix could allow me to change the contact owner to another user in instances like this. My only option appears to be deleting the existing contact and recreating the contacts with the correct owner set in the dropdown.
Anonymous
shared this idea
We plan to address issues with how contacts are managed within our newest product, Monarch, in the near future. If done right, it should eliminate the idea of a contact owner and put more focus on the company that the person works for as well as provide more up-to-date / accurrate contact info.
Stay tuned!
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Eileen Fredette
commented
This feature would also be helpful when contacts move from one company to another. If the same person doesn't own the original company and the new company, there is no way to move the contact. The existing contact has to be deleted and a new contact has to be created for the new company.