Skip to main content
keith_mattes
Helper ⭐️⭐️
November 23, 2021
New Idea

CTA/Task Notes - Autosave

Related products:CS Cockpit & Playbooks
  • November 23, 2021
  • 4 replies
  • 94 views

Submitting this on behalf of a user: 

Due to the volume of tabs and accounts we work with, it would be nice if our CTA and Task notes/comments could have an “Auto-save” capability so work is not lost and the additional “Save” click may not always be needed. 

 

4 replies

anirbandutta
Expert ⭐️
December 3, 2021

Checking with you @sriram pasupathi 

It's an opportunity for engagement
Tomas Trijonis
Contributor ⭐️⭐️⭐️⭐️⭐️
January 31, 2024

Our users also get frustrated by the fact that if you update the text and then, for example, update the CTA status without saving your description - the CTA will reload and all text edits will be lost. An autosave could be one of the ways to make this a better experience for the end users.

jbeker
Contributor ⭐️⭐️⭐️
July 3, 2024

Our team is running into this and would be a nice enhancement

mobrien14
Helper ⭐️
October 28, 2025

Our users also get frustrated by the fact that if you update the text and then, for example, update the CTA status without saving your description - the CTA will reload and all text edits will be lost. An autosave could be one of the ways to make this a better experience for the end users.

Like Tomas, we’ve gotten a number of requests/ ‘bug’ reports from our CSMs of losing comments because they change the status before submitting comments.

While our admin team understands that this is how the system works, having an autosave in place (or even better, save all details on the CTA when a status or reason is changed) would drastically reduce frustration and lost work.