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One feature I’ve taken for granted across all CRMs I’ve used is the automatic assignment of ownership to the person logged in on any given record… Make a Contact? you’re the default owner. Make a note? You’re the default owner.



So far I like what I’ve been able to do for new contact entry with forms, required fields, and the ability to use the URL to auto-populate things such as record owner.



Is there any data in the DB that currently corresponds with a user? Would it be possible to create a formula in my note records that automatically says “Spencer created this note, thus we will designate him ‘owner’”?

I’m trying to figure out the best way to do this myself… any luck?


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