CloudLink Ideas Portal

Adding Notes - Lead vs Activity

Adding notes to a lead is trickier than notes to an activity (added step? Click the note to open add a note) . Adding a note should be consistent across the platform. Currently, it is two different ways

  • Erica Gladden
  • Jun 30 2021
  • Will not implement
  • Attach files
  • Court Laslop commented
    January 16, 2023 19:19

    Hi Erika,

    The two data element screens work differently due to architecture requirements.



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