Follow up task should default to the Contact Note name

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Robert Kerr

• 21 May 2020 05:25

It would be great if when a staff member adds a follow up through a contact note that Follow up was named the same as the Contact note.

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  Pip Austin

  • 23 March 2021 02:59
  • Edited

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

  Hi Robert, if you haven't already, I suggest following the thread I have linked and adding your comment there as I feel it is similar.

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