I knew of the manager setting on a user and it’s theorecitical use because I learnt it whilst studying for one of the CRM exams.
You basically have use a manager role to escalate messages, warnings, noticiations in CRM. So rather than hard coding a particular user you use the manager role and then in your workflows etc you use this role rather than hard code it to an individual.
I had problems today whilst trying to set a manager for someone, in fact it was greyed out. This had me puzzled for a while and then I managed to figure it out.
You can’t set a manager to someone who is a manager.
which doesn’t sound like real life because most managers have managers.
This is a bit quirky but if you run into this problem one day I hope you will remember this.
Filed under: CRM 2011

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