New Idea
Objective CTA Type and Distributed Administration
Came across an issue with the CTA Objective type and the Distributed Admins for Relationships.
It seems the Objective is made to be a default Global setting based on the Success Plans. However, the issue arises when you go to customize the Objective Type CTA layout.
I am trying to add a linked object/bring in fields for one of the Relationship's Success Plan Template and not for the other. However, you can't do this at the relationship in the Calls to Action section. You can only do it at the Global Level. Furthermore, we can not uncheck it to be inactive/delete and recreate at the relationship level. Forcing all of the relationships to utilize the exact same template.
I can also see this being an issue when a customer wants to utilize success plans for completely different objectives.
It seems the Objective is made to be a default Global setting based on the Success Plans. However, the issue arises when you go to customize the Objective Type CTA layout.
I am trying to add a linked object/bring in fields for one of the Relationship's Success Plan Template and not for the other. However, you can't do this at the relationship in the Calls to Action section. You can only do it at the Global Level. Furthermore, we can not uncheck it to be inactive/delete and recreate at the relationship level. Forcing all of the relationships to utilize the exact same template.
I can also see this being an issue when a customer wants to utilize success plans for completely different objectives.
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