Add a confirmation before sending a text or an email to make sure I don't accidentally send a note
J
Julianne DeSocio
Add a confirmation before sending a text or an email to make sure I don't accidentally send a note. In the top box of the profile, it is easy to accidentally send a text to a customer or an email you meant to be a note. A confirmation before sending could be helpful
Shelby Parker
Thanks for sharing this, Julianne DeSocio — totally hear you on how easy it is to accidentally send a text/email when you meant to leave a note. This is really helpful context, and I’m looping it into our review so the team can assess adding a confirmation step here. If we need any additional details on your workflow, I’ll follow up.