Linking follow ups to notes

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Sara Whale

• 16 June 2025 01:28

We seem to have lost the ability to link follow ups to contact notes since the new Ax update. I know we can schedule a follow up via the Marketing tab but this creates more work. Please bring back the "follow ups" option as it's useful to relate it to a note

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• Official comment

  

  Jack Christensen

  • 16 June 2025 04:01

  Hi Sara,
  
  Thanks for the feedback, we will be looking to add that back into the process when creating a contact note very soon.
  
  Thanks,
  Jack

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