I like that there are many ways to automate actions in CRM but, as a relatively new user, it's a bit of a disjointed effort. You can automate some things through
this but not through
that. Another problem is that the various automation tools are in seemingly random places through the UI.
Here are some examples of what I mean:
- Custom Functions: Function that modify values on a record do not trigger workflows that are watching those fields/records for changes. This should be configurable at the workflow level where the admin can choose to allow custom functions to trigger the workflow or not: "Allow Custom Functions to trigger this workflow? [yes/no]"
- Macros: It's almost impossible to discover this feature naturally because you have to go to a list view and select at least one record first. Instead, they should be found under Settings > Automation.
- Macros: There's a very limited set of actions they can perform: Email, field update, and task. Why can't I run a custom function? Why can't I create an event or call? Why can't I trigger a workflow? Why can't I trigger another macro? Why can't I trigger a webhook?
- Buttons: Their placement too is not ideal. You have to go to a module to create one. They should be found under Settings > Automation.
- Buttons: These too have a very limited set of actions they can perform.
To sum up, I'd like to see things that "automate" other things all go under Settings > Automation. It's also important that we be able to trigger the various automation actions from each of the different types of triggers.
I'd also think that Macros and Buttons should be combined because they are nearly identical in concept and just a different execution that separates them.