07-27-2020 05:04 PM
After updating to re: Act! Version 18.104.22.168, Update 3 I have a problem entering notes in contacts. How do we reset the default to go directly to the body area?
Historically when we clicked on Note it went to the body area where you enter the note. Now it defaults to date, then next to time then next to share and then FINALLLY to note body. This is terribly time consuming since we typically enter notes in real date and time and this is too many clicks to get to the body.
We are already typing notes intended for the body box while our cursor is stuck in the date box.
Today I spoke with an ACT tc tech. He said there is no way to change the default.
Your expertise is appreciated.
07-28-2020 04:25 AM
Just tested and you are 100% right about the change in where the curser lands on opening the note.
This is not a planned feature change and needs to be flagged to design team for correction.
Unfortunately will not be corrected until at least the next patch update as this is in the coding.
For now best way is to click the mouse in the note area as soon as the note opens.
07-28-2020 10:26 AM
Thank you. Yes, we have been working to retrain our brains and fingers that we now have to click on note body instead of just the tool bar and then adding the note.
If you have any influence, please ask that the patch be delivered quickly.
This change is a terrible time consuming impediment to our workflow and very annoying. It makes ACT very user UN-friendly.
Thanks for the reply and good wishes to you.
07-30-2020 12:08 PM