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Created by Guest
Created on Apr 29, 2022

Setting Activity note date when adding notes

A customer has highlighted a scenario where they may add a note on for a call then happened yesterday, the following day. This automatically assigns todays date. You can then edit the note, and change the date it was posted.

Ideally, having a date in the note to begin with would refint this process. It would still be set to todays date; just adjusable if needed.

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  • Guest
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    May 4, 2022

    Also can we have it so it changes the user that adds the comment as when the rep visits a customer and their assistant fills out the visit notes sometimes a few days later, it looks just like the assistant is doing the visits without putting in the text that it was another user.