Auto Select Notes
under review
V
Veronica L. Holliday
When you go into the customer card it no longer has the "note" option automatically selected. Make it so it has the note function auto selected.
Michele McCoy
under review
Veronica L. Holliday, the Activity tab should be defaulted to Notes. What is yours defaulted to?
Shelby Parker
Great to hear your perspective, Veronica L. Holliday! I have a few more questions for you:
- What specific benefits do you anticipate from having the 'note' option automatically selected?
- Are there any specific scenarios or workflows where having the 'note' option auto-selected would be particularly beneficial?
- Would you like the auto-select feature to be customizable, or should it be a default setting for all users?