FAQs in this section
What are Assignment Rules?
When are Assignment Rules triggered?
Are Assignment Rules available for the Organizations module?
Are Assignment Rules available in the Sales Starter edition?
What are the different assignment modes available in Vtiger CRM?
How does the Round Robin assignment mode work?
How does the Least Loaded assignment mode work?
Can all users define or configure an Assignment Rule?
How do I configure an Assignment Rule?
Why can't I add a member to an assignment rule?
Are there any conditions that must be satisfied for assignment rules to work?
Can I configure a round robin assignment for groups?
How can I configure the Round Robin assignment between groups?
Can I have roles instead of users as a part of a group in an assignment rule?
Will the records created through RSForms trigger an Assignment Rule?
Will an Assignment Rule work if an assignment is made using workflows?
Is Assignment Rules supported for Business Hours?
How do I remove a group from an Assignment Rule?
How can I remove a member from an Assignment Rule?
Are Assignment Rules affected by the user type?
Table of Contents
Yes, they are. You can set up assignment rules for different modules based on the user type.
Here are two conditions you must be aware of:
To know more about Assignment Rules, click here.
Here are two conditions you must be aware of:
- If a group member is a Light Agent user, then you can include them as a member in the assignment rule for Leads and Contacts only.
- If a group member is a Single App user, then you can add them to the assignment rule for the modules belonging to the apps the user has access to.
To know more about Assignment Rules, click here.
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