Defaulting the Customer Card to "Text" Tab
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Tom Jackson
On a customer card, can the default setting be changed from "note" to "text?" Texts are much more important than notes, and it's getting frustrating.
Drew Adler
gathering votes
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Tom Jackson
I'd say that, out of every ten times I access a customer card, I use texting five times, email twice, leave a note twice, and place a phone call once. I would take a universal change, but, ideally, every user should be able to customize those settings. Just sayin'...
Shelby Parker
Hiya Tom Jackson, thanks for this post! I have a few more questions for you:
- Can you provide more context on how often you use the 'text' feature compared to the 'note' feature?
- Are there specific scenarios where having 'text' as the default would significantly improve your workflow?
- Would you like this change to be applied universally or would you prefer to have the option to set your own default?