The creator of a contact always automatically becomes its account manager. However, it can be changed comfortably in several ways:
The Alert option in the header form of a company or person record allows you to monitor this record. Changes to this contact are then automatically reported to the responsible account manager. Only the account manager of the record can activate and deactivate the alert check.
If another user changes a record for which an alert check is set, a dialog appears when the record is saved. By means of this dialog, this other user informs the contact’s account manager about the changes that were made. The corresponding information can be entered in the Description field of the dialog. The account manager of the contact will unconditionally be informed about the changes and the user who made them via a message. This takes place regardless of whether the description was provided and confirmed or not.
Only the current account manager, the owner, or a user with administrator permissions can assign a different account manager to the contact. On changes to the record, the new account manager will then receive the corresponding message if the alert check is activated.
Admin: Your administrator or customizer can adjust the features of the alert check (no dialog or message dialog during changes) according to your requirements via the PSA_SET_ALR_QUE server environment variable.
JustRelate CRM recognizes globally if and by which account changes to a contact record were made, and saves this information under Additional data in the Modified on … By … field. Here, every change to the contact is captured, including its date and the name of the employee who applied it.
Note: Teams can be set as an account manager of a contact. If the alert flag is set, the team members receive messages when the contact is changed by another user. If the agent who modified the contact is a member of the team, she or he will not receive a message, as opposed to all the other team members.