Allow Restricting on Company/Relationship Resolution Logic
Hi Team
We’ve received a request into support for the ability to restrict which Companies/Relationships automatically resolve from features such as GS Home Calendar Widget.
For example, if a given tenant chooses to have a Company record for their own company, and list the users as Company Person records, the auto-resolution logic of features such as GS Home Calendar Widget to select that “Internal Company” for all calls where the majority of attendees are internal, because they are resolving as External Attendees instead of Internal Attendees.
Furthermore, when changing the Company that was automatically resolved to the desired Company, this clears the External Attendees from the Timeline Activity due to the dependency checks in place. Because of this, having the wrong Company auto-select creates a lot of extra work for the users logging the timeline entries, and undoes a lot of the time saved by the design of these features.
Thank you for your consideration!