The Alerts/Screen Pops you receive for Inbound Calls and other purposes include a set of Assign Buttons. Here’s a quick reference to the purpose of those Assign buttons in the screen pop:
- Blue Triangle: View. Click this button to view the Contact who has been assigned. Assign yourself as the note owner. But, if it is already assigned to a User, then it will not be reassigned to you.
- Blue Plus sign: Add. If the note is not assigned to a Contact (or assigned incorrectly) and the Contact does not exist, then click on this Add button to create the Contact and assign the note to that new Contact. The Add button will also assign yourself as the note owner.
- Blue Up Arrow: Re-Assign. If the note is not assigned to a Contact (or assigned incorrectly) and the correct Contact does exist, then click this Re-Assign button to change assignment of the note to the currently viewed Contact. The Re-Assign will also assign yourself as the call note owner.
Please note. The Assign Buttons can change the owner assigned to a call note record. However they will never change the owner of the contact record.