Custom routing of records
Sometimes records need additional review steps and currently we are capturing those notes in an email/document to work through outside of the formula. We think Custom routing of records may help with this as it would allow us to set criteria (or decided on the fly) to route records to a special bucket, for instance, to review later. This would be a time-saving enhancement.
Melisa Vuelta
shared this idea
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Michael Birnie
commented
It would be great of one of the custom buckets was just to ignore the record from further processing.
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Tim Hendrickson
commented
When uncertain what you need to do with a set of data, it would be nice to move that into a labeled holding bucket.
Here's my scenario:
I've found that some of my data looks like other records in RE, but is actually a new person. Unfortunately the data I have is insufficient to create new records and requires some discussion before I can do anything with it. Currently I'm having to delete them from either of the 1:1 or 1:X lists and mark them on my upload sheet. Leaving them in their existing buckets just clutters up those buckets.