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sarah_post
Helper ⭐️
May 30, 2019

Default Fields on CTA Action to Admin-friendly Options

  • May 30, 2019
  • 3 replies
  • 65 views
In the Call to Action action in the Rules Engine, it would be admin friendly (and reduce confusion/support cases) if we could default a few fields differently than they're defaulted today.

1) Post update to Chatter = Never (customer has to opt-IN)

2) Post update to Comments = Once (that way admins don't end up repeating CTA comments by accident)

3) Include in Identifiers = True

New admins are frequently confused by these options as they're not intuitive, and it would lessen admin ramp time / support burden to default these to more typically used options.

    3 replies

    tom_gerth
    Gainsight Employee ⭐️⭐️
    May 30, 2019
    Yes, yes, 100% yes to this!

    Enterprise Support Manager, Gainsight
    spencer_engel
    Expert ⭐️
    May 30, 2019
    Love this idea

    darkknight
    Expert ⭐️
    May 30, 2019
    I could have sworn something like this had been posted before but I cannot find it via a quick search. But yes I agree this trips me up more often than I would like to admit.

    Jeff Kirkpatrick