Today the Reason, Priority and Status values that are available in the CTA dropdown fields are those that were defined specifically for the CTA Type, and those that were defined for the 'All' category of CTA Type.
I would like the ability to tailor the values in my drop downs to exclude the values that don't pertain to my CTA Types - including the values defined under 'All' at the global level. In my company all dropdowns are defined at the Global level by all of the relationships within my company and 90% of them do not pertain to my relationship.
Can you enable the creation/activation/deactivation of Call to Action drop down values at the relationship/account level?
Ability to configure Call to Action Reason, Priority and Status at the Relationship/Account level
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I agree Mary, I think this could be easier to configure/modify, hopefully we can get a better process moving forward.
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