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Multiple team selection

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  • Multiple team selection

    HI,
    When we create a lead, the default team will be already selected in the field.( Right side, under assigned user )

    i want to auto selected all teams this user has memebr in this field by default.

    presently we need to open team and need to select which all team are applicable.

    Also if we change assigned user of a lead, then team also need sto be updated based on the new user.



  • #2
    Optimal way: use advanced pack / workflows

    Without advanced pack: for example via custom hook: https://docs.espocrm.com/development/hooks/​

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