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New Idea

Allow unique fields for Automatic Milestone Stage

Related products:CS Timeline & Activity Tracking
spencer_engel
jared_block
lisa.mirth
diana_luo
  • spencer_engel
    spencer_engel
  • jared_block
    jared_block
  • lisa.mirth
    lisa.mirth
  • diana_luo
    diana_luo

angela_domenichelli

Current Configuration: We have 2 Company Types and 2 Relationship Types in our environment which use different fields for Status, sub-status, and details related to the Customer lifecycle.

Users prefer to see the Stage change in the line at the bottom of the Customer Journey instead of a flag that needs to be scrolled back for to find.

Proposal: Allow Admins to configure at least 1 field per Company and Relationship Type, instead of 1 per instance.

Bonus Points: More than 1 field can be used per Company and Relationship Type to show a key field that has changed in the past and what it currently is by allowing more than 1 bar to be present in the Customer Journey.


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