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gunjanm
Expert ⭐️
March 10, 2022
New Idea

Allow Further Customization of CTA Config by Relationship Type

  • March 10, 2022
  • 0 replies
  • 19 views

TIL that you can add CTA Type-specific Reasons, Statuses, etc only on the Global level; not on particular Relationship Types. i.e. on Relationship Type A, I want a new CTA Status for CTA Type B. The only options I have are:

  1. Make the Status globally available for that CTA Type
  2. Make the Status “locally” available for all CTA Types within that Relationship Type

Whereas if I were doing it at the global level, I could make that Status only available for that CTA Type. Why can’t I do it one level deeper?