Campaign default product and fund applied to transactions

As an end user, I want to be able to easily see the default product and default fund for a campaign when I select the campaign within the functionality for adding a transaction, regardless of where I add the transaction from.

Currently, the default product and default fund are mandatory fields when creating a new campaign. If a transaction is created from within the campaign, the product and fund are automatically set as per these defaults, but this doesn't happen from other areas of the system.

It makes sense that the product and fund should be changeable (there are always edge cases where the defaults don't apply). Perhaps there could be a toggle for "use campaign defaults", at which point the product and fund become read-only. If the toggle is then set to the off position, the fields remain as they were but become editable. Discussion needed as to whether product and fund should update against transactions toggled to use default = on, if the defaults are changed in the campaign.

Under consideration Suggested by: Sophie Pires Upvoted: 21 Apr Comments: 2

Comments: 2

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