Hi @vinyoliver,
There isn’t any default setting for this but it can be achieved using workflows.
Here’s how it would have to be approached:
- There needs to be a workflow for each object. A contact-based workflow that copies the contact owner into the deal owner, company owner, ticket owner field. A company-based workflow that copies the company owner into the contact owner, deal owner, ticket owner field. And so on.
- To ensure that each change triggers the copy workflows, each workflow re-enrolls records based on “[record] owner is known”.
- The main challenge is preventing a loop, so that workflows aren’t going in circlees. This can be achieved with a branch and a custom property that is set by the workflow of origin and labels the change as automated.
This is what a contact-based workflow could look like. (You would have to replicate the same workflow for companies, deals, tickets.)
I haven’t tested this (so you should) but I’m fairly confident it works.
The workflow now updates all records within 1 level of relationship – but it doesn’t trickle down to further associations. For example, if you update a contact, all records associated to the contact will updated. However, the contacts associated with the company won’t be. (I don’t think that’s possible without creating a loop and without custom code actions.)
Best regards!