It would be great if we could assign specific timeline note templates to activity types.
So when an activity type is selected, a note template is automatically applied by default.
Today, the user has to select a timeline note template manually- leaving the possibility of selecting the wrong template.
New Idea
Assign Timeline Notes to Specific Timeline Activity Types
This feature would also prevent the user from forgetting to add the template which is a significant concern.
+2+1 this is a pain point for us. In addition to what’s been mentioned, this would help promote data consistencies, reduce uncertainty (e.g., user selecting wrong template or none at all), and contribute to a more efficient workflow.
+1Agree with all of the above - this feature request is of particular priority to us as we work toward designing a pooled CS team with a focus on cross-departmental collaboration. Reduces inconsistencies, drives compliance, and allows for more accurate reporting.
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