1 result found

1. ability to separate linked UTAs on the left hand side menu

   Goal
   Goal ability to separate linked UTAs on the left hand side menu (see 1.png).

   Current state
   At the moment linked UTAs are enabled using standard fields visibility. (2.png)

   This is working as expected from the technical perspective (as UTAs they are grouped by the provider type). (3.png)

   From the business perspective it often doesn’t make sense as those groups consist of mixed content e.g. Funding, Meetings or Budgets, Calls.

   Proposed solution
   We need ability to separate those groups.

   I think we should have the toggle to do it just like on the Activity List standard field. (4.png)

   And on the activity itself. (5.png)

   This would be great if we could just replicate this functionality.

   Goal
   Goal ability to separate linked UTAs on the left hand side menu (see 1.png).

   Current state
   At the moment linked UTAs are enabled using standard fields visibility. (2.png)

   This is working as expected from the technical perspective (as UTAs they are grouped by the provider type). (3.png)

   From the business perspective it often doesn’t make sense as those groups consist of mixed content e.g. Funding, Meetings or Budgets, Calls.

   Proposed solution
   We need ability to separate those groups.

   I think we should have the toggle to do it just like on the Activity List standard field. (4.png)

   And on… more

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   0 comments  ·  User Interface / User Experience  ·  Delete…  ·  Admin →
   Implemented  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   This is available today.