Enforce Default Data Differences Selection During Setup
It would be great to make the "Default Data Differences" selection more transparent to the user during setup. It opens them up to the risk of overwriting data in mass if they are sending records from the "Ready" bucket and have left the default difference as Source and have not switched it to Destination.
Megan Gartner
shared this idea
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Jessica Cellini
commented
Would love to see this improvement! This is creating multiple steps for me that could be remedied by this suggestion. Because the profile defaults to my data source, which can be updated by the constituent (i.e., entering their name in all lowercase), I need to set up the profile, select to leave in the ready bucket for review, run the profile once, set up the defaults and then go back into routing and allow the formula to send the ready bucket automatically.