And in addition to my last post (where I showed a screenshot of a grid where you should be able to decide which objects automatically select activity association):
These automatic associations should have the option to NOT associate anything that’s defined as “Closed/Won/Lost”.
(Much like the Deal settings with the ** note, but with more control)
For these custom objects we NEED the option to automatically associate emails/notes to custom objects. But we need the control to NOT associate them to “closed” objects.
So rather than a grid showing a simple “On/Off” checkbox, the grid options should be “On/Only Open/Off” with the Deal+Contact/Company cells defaulting to “Only Open”.