Activity Assignee

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Stable
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Last updated: 2020-09-03

Works with CiviCRM 5.41 or higher.

This module provides two options affecting Activity Assignees when creating Activities via the GUI:

1) Limit Assignees to a specified group

Normally an activity can be assigned to any contact usually resulting in an email being sent to the assignee. If the wrong assignee is selected, activity details are sent to the wrong person which could disclose confidential information.

To reduce this risk, this option limits the assignees of any activity to a specified group (static or smart) such as staff.

2) Default assignee is current user

Normally the assignee field is blank when adding an Activity. If the main use of activities is to record people's own actions then always needing to add oneself as the assignee is repetitive.

This option allows the current user to be set as the default assignee. The default is not enforced and can be removed when creating an Activity.