Date UDF issue with "Include in Hotlist" attribute
Date UDF's that have the "Include in Hotlist" attribute have one major flaw: a Hotlist task is added to all Maximizer users!
As an example, we have one called "Next Follow-Up Date". Even though I didn't add it to the client records, I received 4 tasks in my Hotlist today!
Can a future version of Maximizer CRM track who added a date UDF with this attribute to a client record and add the Hotlist task to that user's record only? Or even better, change the attribute to 2 attributes: "Add to all Hotlists" and "Add to user's Hotlist who used it"?
Thanks very much,
John
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Ian Wallace - CABC commented
I agree with David. I generally teach - "Never EVER use a hotlist active date UDF".
This is an old Chestnut. I have had to 'rescue' a number of users from the unintended consequences of recurring hotlist active date UDFs! This option should at least ask if you really, really want this!
In my experience, users fall foul of this feature not doing what they expect quite often when they create fields for "Company Year End" and "Birthday" just to name a couple of examples.
I suggest that you should be able to specify when setting up the field who gets the task:
The person filling the field on the record (contact etc)
or a specific user. (from a user list drop down) -
David Asher - Avrion commented
This has been this way for as long as I can remember, at least 15 years, eventually I gave up asking for it. Another Max BP came up with a good idea, have private UDF for each user - have not tested to ensure it works though.