Best practice question about getting started

Tried this on a staging copy first and it behaved exactly as described. Confident enough to roll it to production now.

We ran into the same situation last quarter. What worked for us was starting small and only adding complexity when a real need showed up.

Adding a small note: the same idea applies on mobile, just with a bit more attention to tap targets.

Thanks for writing this up. Bookmarking it — the kind of thing I will want to reference again in a month.

Solid breakdown. The only thing I would add is to back up before making the change — better safe than sorry.