Lock Activity Type for Scorecard Updates
In the past, I’ve struggled with manual scorecard update activities - users always seem to find a way to switch it from the default. This is problematic for a couple of reasons…
- We rely on that structured and predictable Type data for easy reporting etc
- Layouts on the Types are purpose-built and may not be compatible with a scorecard update
- It is easier for the users to NOT have to worry about Type here
Unlike other contexts, flexibility on Type is not required for scorecard updates whenever I’ve set them up. Other people may disagree, but I feel like eliminating the option and having a single Type here makes everyone’s lives easier!
PS: We should still also think about allowing for different defaults for the Company vs Relationship level. See: