Tuesday, June 9, 2009

It's really nothing personal, but I don't want to Stay-in-Touch



Do you have users that create contacts in Salesforce.com, but don't need the "Send Stay-in-Touch" pop-up messages?

Sales professionals and account teams may benefit from the "Send Stay-in-Touch" pop-up feature, because it prompts them to periodically check-in with their contacts and keep the contact information up-to-date.

However, other users groups in your organization may need the ability to create Contacts, but have no interest in the feature. Support teams, for instance, who might deal with customers on a "one-and-done" basis may need to create a contact to associate with their Case, but not need to do periodic follow-ups with that contact after the case is fully resolved.

The "Stay-in-Touch" pop-up feature is enabled by default across all profiles, but you can easily disable it in the User Profile (click to enlarge):

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