Ideas

Hide/Show Connection Statuses in Certain Opportunities

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Hide/Show Connection Statuses in Certain Opportunities

Connection

I would like to propose an idea to be able to select which statuses (and possibly activities) you want to use or hide from a connection opportunity type in certain opportunities. Similar to setting workflows or Attributes at the type level and at the Opportunity level-- having some more granular control of the statuses and even activities would be helpful. Because the block settings for the search only allows one connection type and the statuses and activities are created at the type level, we need some abilities to combine a couple of types into one and don't need all of the same statuses in all of them. Not sure if this is possible, but would be a nice feature when all of the statuses may not apply to all opportunities. Another possible solution is to allow for more than one type on a page search if possible?

connection_Id_search.png


Photo of Karen NorrisSubmitted by Karen Norris, Christ Chapel Bible Church  ·   ·  Connection
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