After creating a new case, the assignee for each activity must be selected manually
After you create a new case multiples activities are created with it, but the assignee must be manually chosen for each one of them which takes considerable time since this must be done by editing each activity one at a time.
There are references for the roles and relationships that are interesting for the particular case, but those are there for reference, the assignee still must be selected manually.
Allow administrators to define rules for selecting a default assignee for each one of the activities. The rules would be based on the following options:
- By relationship to case client (ex: parent, manager, or spouse of case client).
- User creating the case.
- Specific contact.
- No default assignee.
When creating a new case each case activity should be created and assigned based on these rules. The case manager could then modify the assignees as usual.