When manually assiging a CTA or Task to someone, it would be very useful if we could leave a note for the person. This would allow us to explain why we’re assigning it to them and to provide additional info if needed.
Currently, to accomplish this, it would be a tedious 8-step process of leaving an ‘’Update’’ activity in the Customer’s Timeline.
- From Cockpit, click on the CTA.
- On the right-hand-side CTA menu, click on the Timeline tab.
- Click on + and select the Update activity type.
- Enter notes and include a Subject.
- Click on Log to finish.
- Click the Assignee photo
- Choose the new assignee
- Assign all tasks
Best answer by mhoangwsView original
Is there a reason why these notes can’t be left in the “comments” of the CTA rather than as an update? It would save you a couple of clicks, at the least!
Unless I’m missing something, I think you can only comment on Timeline entries. Which would involve steps 1 through 5 of my example above plus a few extra steps to leave a comment.
Never mind. Eating my own foot here… there is a comments field