This idea has been merged into another idea. To comment or vote on this idea, please visit CRM-I-2859 Allow Plan Outlines to specify the Category, Subcategory and Status of Steps.
When adding Steps to a Plan Template, the values I can preset do not include Category and Subcategory. In our shop, we make Category and Subcategory required data entry, and so officers have to manually set these fields each time they use a template. This is time consuming and inconsistent.
Given that for plan templates, the category and subcategory for these steps will usually be the same, we would like to be able to set Category and Subcategory in the template as well.
|Organization Name (Please enter full organization name)||Rice University|