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’”?
