Activies - Color code
Jodi Miller
Color code each Activies - i.e. Notes, Calls, Email, Text, Video. Task, Appts. To help differentiate between activies. Accidentally sent a text and should have been a task note
Shelby Parker
Thanks for sharing this, Jodi Miller — totally hear you on how easy it is to mix up activity types when they look the same. Color-coding Notes/Calls/Email/Text/Video/Tasks/Appointments would definitely help differentiate at a glance. I’m passing this along to the team for review, and we’ll follow up if we need any extra details.