When you enter an interaction from Development Workspace the owner field does not auto-populate like it does when entered from a constituent profile.
The same logic that is built into the constituent record page where an Interaction is added is not built into the form implemented in the Development Workspace. The two forms are designed differently. Would like a way to add this functionality to the Development Workspace.
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Guest
- Sep 27 2019
- Reviewed: Voting Open
| Organization Name (Please enter full organization name) | The Jewish Federations of North America |
| Reported Version | 4.0 |
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