This may seem an obvious question, but I'm a bit stumped.
Our Admin Team create an Account record, which on creation is allocated to the person who created the record. Then The Admin Team type over their name and replace the Owner field with the name of the sales person who manages that Account.
The Admin Team then create new customised child records, but the owner of the record is automatically the Admin person's name not the Owner of the (Parent) Account, as we would want. They have to keep overtyping their name in the child record with the name of the sales person who is the Owner of the parent Account record.
I know I can re-assign a record and all child records are changed automatically, but is there a way all child records of the Account record, when they are created are automatically owned by the sales person who deals with this account and not the Admin Team member who created the child record.
The cascading parental relationship does not seem applicable (i.e. it does not work for me), or perhaps I don't understand it,
Any guidance on how to make the child record owner always be the Account (parent) record owner would be appreciated.
Thanks in anticipation.
Jimbo
Jim
