Allow limits to number of Touchpoint Reasons per touchpoint

Hayden Cederstrom

• April 13, 2022 17:40

It is currently possible to add multiple touchpoint reasons to each touchpoint. We'd like to be able to limit this to one touchpoint reason per touchpoint, as we've defined touchpoint reasons in such a way that each touchpoint should only fall into one touchpoint reason. Because we can't do this today, CSMs occasionally add multiple touchpoint reasons, which causes issues for reporting.

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• Official comment

  

  Product Team

  • June 22, 2022 17:18

  Hayden: Thanks for your patience. We have some users that would like >1, but I certainly the benefit of limiting this... Would a simple toggle to "allow >1 reason" or "allow only one" work for your purposes?

   

  Thanks,

  --John

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  Ravit Danino

  • May 05, 2022 18:54

  Hi ,

  Thanks for the input. Totally make sense.

  @john - please take into account .

  Ravit 

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  Hayden Cederstrom

  • June 22, 2022 17:44

  Hi John, yes this is exactly what we'd be looking for.

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