How Can I Assign Someone To A Form Queue Record?

Issue

I need to assign a Form Team member to a form queue record.

Environment

Kipu CRM, Form Queue Role: Super User

Resolution

Navigate to the form queue and access the record's drop-down menu options to assign the member.

Important: A Form Team must be created and only a Form Team Manager can assign form queue records. For creating and managing teams click here.

1. Navigate to the Form Queue.
2. Locate and Right-click the desired Form Queue record to access the Drop-Down menu options.
3. Hover your mouse over Assign To to view and choose the desired member.
4. The Form Queue Record will display the designated assignee in the Assigned To column.