Firstly, the Default Team Name is working wonderfully for our mentor/student model when mentors add records. Awesome feature.
We do have a situation, not sure it can be solved, where the Supervisors will go into a Contact record, create a Meeting/Case/Call etc, and would like the Team Name to populate from the Contact.
Supervisors don't have a Default Teams as they oversee all the Teams.
So the open up Contact A belongs tot the Blue Team, add a Case for that Contact and the Team field would auto populate with Blue Team. Same with working Contacts on the Red Team, etc.
Is that something that would go in the Entity custom script and is it upgrade safe?
Sorry super new
We do have a situation, not sure it can be solved, where the Supervisors will go into a Contact record, create a Meeting/Case/Call etc, and would like the Team Name to populate from the Contact.
Supervisors don't have a Default Teams as they oversee all the Teams.
So the open up Contact A belongs tot the Blue Team, add a Case for that Contact and the Team field would auto populate with Blue Team. Same with working Contacts on the Red Team, etc.
Is that something that would go in the Entity custom script and is it upgrade safe?
Sorry super new
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