Start a conversation

Remove Summary Screen when Enrolling a Single Record

Overview

When enrolling a single record in a Play ( add a record to playbooks > choose a play > finish), Playbooks shows a summary screen saying: "Congratulations! You have successfully imported 1 account. 1 new records 1 added to plays, 0 records skipped." which requires Agents to click Done before they can move on to their next record. You want this summary screen to be removed/skipped when a Rep is adding a single record.

Information

This behavior is not an option right now but has been logged as an enhancement request with Engineering and is being considered for future versions of Playbooks.

 

<supportagent>

Enhancement Request in Legacy Jira

</supportagent>

Choose files or drag and drop files
Was this article helpful?
Yes
No
  1. Priyanka Bhotika

  2. Posted

Comments