Question

Tuition: Set Default Note Category

Answer 1

 

 

Added (11/14/222)

We have added an option for users to set default category for notes in tuition.

To set the default category first select the category you want as default, then right click on the category you would like. The system will confirm your selection.

 

 

Comments

Great Option Thanks!

It would be a great feature to be able to select the category by the time placing a call through Click-to-Call, on the pop-up screen when calling from the system, for example a category what the phone call is about.

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It would be great to add a note category selector inside the click-to-call note pop-up so users can categorize notes at the time they are created, rather than having to edit them later. This would improve workflow and reduce manual steps.

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This would be helpful for us as well.