Turn off the "dynamic" Timeline Activity Type

I’d like to be able to control what they see instead of it being system controlled. We are seeing a lot of the system defaulting to email, but our team uses the chrome plugin to log emails, this adds unnecessary steps to log client meetings and updates.

This right here. 👆

Yeah, we automate a ton of Milestones for very specific purposes. I wouldn’t want TL to default to Milestone and dirty up our data

@wscuphamabnormal I would hope it only takes into account manual actions, but with this platform you never know!

This functionality now also overrides the scorecard setting from what I have tested.

Configure Default Activity Type
As an admins you can configure and select the default activity type and subject. To configure the default activity type:Navigate to Administration > Scorecard. The Scorecard screen appears.
Click the settings icon. The Settings window appears.
From the Default Activity Type drop-down list, select the required activity.
In the Subject field, enter the required name.
Click Save.

That is now ignored and supercedeed by a company specific default.

In terms of UX, and CSM will see different default timeline activity type depending on which account they are looking at.

This also going to add complexity in training new CSMs

This is not good

Hey @romain I don’t think it’s overriding it.  When I go to “Renew/Update Score” and leave the Log Activity box checked the Timeline type defaults to my Default Scorecard type “Update.”

But if I bypass renew/update and just click “Add Activity” the Timeline type is “Meeting”, which is what I would expect it to be if it were dynamic because that is our most commonly used Timeline type.

Doesn’t mean I or my users like the dynamic assignment there - but at least it doesn’t seem to actually be affecting the default scorecard type after all!

You are correct @darkknight ; The Renew button will create the activity based on the default set in the scorecard, while the Add Activity button will create an activity defaulting to the dynamic activity type of the company.

😭 

Of note, if the CSM is on the Global timeline creating Activities, the Default type would be switching company to company.

Hit and miss
Yay for finally achieving consistency of the global Create Activity button and the timeline-specific Add Activity that had us scratching our heads some time ago.
Now, the dynamic part… Not good.