AutoCopy description from note to the follow up task

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Lee van den Blink

• 23 January 2017 23:22

Currently when we add a follow up task from a note we need to manually copy/paste the note description into the follow up tasks after its created.

Its time consuming and inefficient.  If this happened automatically it would be really helpful especially when a contact can have multiple tasks and they are all blank.

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  Rob Miles

  • 23 January 2017 23:27

  Agree - would help greatly

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  Lisa Duller

  • 23 January 2017 23:27

  This would be a fantastic idea and would be very helpful for when I do my follow ups.  Will save so much time.

   

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  Lisa Duller

  • 21 February 2017 23:37

  I find this very time consuming also as I have to place anything up to 300 follow up tasks each month. 

  Plus when you have to copy the note from the Clients Contact record to the Description in the Follow up and then I also go into the "View" tab and having to place it in there also as a Task. 

  Would make it so much easier if you just added it as an extra little square under the "Add Follow Up Task" section to be able to do this.

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  Pip Austin

  • 23 March 2021 03:02

  Hi all, I feel your ideas are similar to the ideas and along the same line as the ones on this thread.

  https://axcelerate.zendesk.com/hc/en-gb/community/posts/202016880-linking-notes-to-follow-up-tasks

  If you are not already following this thread, it could be worthwhile adding your voice to that idea to get more traction on it.

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