jloumix - Feb 22, 2011 08:53am

Is there a way to set the default of the “Show Related Activities” checkbox to be checked, not unchecked? 90% of the time, I need it checked when I open a company record, so if the default was set as “checked” it’d save me an extra click.

thanks,
Jeremy

Currently there isn’t a way to set the default to have the boxes checked.

Somehow the code is defaulting it to be unchecked, right?

Could we take a poll and see if users would prefer the default be otherwise?
I only suggest this because I’m guessing it’s easier to program than some sort of selectable settings option.  Optimally there would be such a thing, giving the ability to set the default separately for company and contact records.  (i.e I would want it selected for company records, but not selected for contact records…but that may be different for another users needs)

Another option is to save the last state.  We’re interested in feedback too.

I also would like to see something to set this either to on / off for all records.

Engineering SpecialOps - Feb 22, 2011 08:58pm

Another option is to save the last state.  We’re interested in feedback too.

Can you describe what you mean by “save the last state”. If this option exists it would at least minimize the hassle for me.  thx

“Save last state” = remember the setting between sessions, when reloaded the setting would be as you last left it.

I’m understanding what it is. Does this option currently exist, or are you just suggesting it as a possible future feature?

It’s only a suggestion at this point.

And here I was counting on you for solutions!   +3 for “save last state”, only superceded by +3 for “set as default” for related activities.

I would also like this option default of the “Show Related Activities”, or on/off option

Thanks

“Save last state” “save as default”, whatever you want to call it, I’d like it too.

The #1 reason I signed up for Solve360 is to have everything related to a contact or project in one place. I definitely don’t want to have to check a box every time I look at a project.

How are things coming on this Feature Request?  Any progress.

Save Last State, or Change Default…please!?!

Still just a suggestion jloumix.

Engineering SpecialOps - Jul 13, 2011 10:31am

Still just a suggestion jloumix. :)

yes, but how do you FEEL about it? ;)

like “good idea just low on the priority list”, or “no chance in hell”?

lol… us engineers have no feelings Jeremy… didn’t you know that?
I would say that its low on the list. Things that bubble to the top are bugs, things that makes solve easier for users and things that can produce massive value to businesses. They tend to get the most grease.

Engineering SpecialOps - Jul 26, 2011 04:45pm

lol… us engineers have no feelings Jeremy… didn’t you know that?
I would say that its low on the list. Things that bubble to the top are bugs, things that makes solve easier for users and things that can produce massive value to businesses. They tend to get the most grease.

Isn’t one of the major points of CRM software to put all of the available information related to a client or company on the same page?

I’m assuming it has to do with the amount of stress put on the server. Less data being pulled makes for faster and cheaper correct?

If there isn’t a knock on speed or server resources (money) then why not make it default to pull all related information?

Thanks.

There are many use cases for not making it the default, for example:

1) We track all the activities under the Company (ie the intro, the sales cycle, right through the relationship with the company)

Then we might put some basic information about each Contact in their contact page , maybe this info is not related to our day to day business life with the Company (such as Task list: Send Mary a note about her wedding, John enjoys travelling in Italy, Pete has a dog named Rex or whatever info you want to store in a CRM in tasks, files, phone calls etc)

So if pulling all the info was the default we’d see a whole bunch of useless information under the Company (ie in the Company view we don’t care that they have a dog named Rex) and vice versa.

When the ‘show related activities’ is check you also loose section headers since you are pulling information from multiple sources. This would probably make things unmanageable in many cases. The beauty with section headers is the ability to essentially ‘turn off’ info that you don’t need, or is complete

2) With Project blogs it would be even worse: you would be publishing to the client that you are tracking the info that they enjoy travelling to Italy or have a dog named Rex, which is completely irrelevant to the project you are working on with the client or your colleagues

Disclaimer: Just my two cents worth for our use case, but obviously others have different use cases

Dislaimer #2: I don’t have a client with a dog named Rex, at least that I know of ;)