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TMaier
Helper ⭐️
July 30, 2024
New Idea

Lock Activity Type for Scorecard Updates

Related products:CS Timeline & Activity Tracking
  • July 30, 2024
  • 1 reply
  • 28 views

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…

  1. We rely on that structured and predictable Type data for easy reporting etc
  2. Layouts on the Types are purpose-built and may not be compatible with a scorecard update
  3. 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: 

 

    1 reply

    darkknight
    Expert ⭐️
    July 30, 2024

    Related: 

     

    Jeff Kirkpatrick