Is there a way to make user notes mandatory? (communications > user note > new note)
Some of our CSRs are not putting notes in customer's orders. Can there be something created that would make them have to insert a note before going to another order?
m
MGBC
07/23/2023, 2:52 AM
You could probably use a workflow to either trigger the confirm or show message actions
MGBC
07/23/2023, 2:52 AM
Or display an inline html field
MGBC
07/23/2023, 3:02 AM
Or even send emails or other actions to trigger your csrs
d
Dylan Fields
07/26/2023, 8:57 PM
not positive, but i imagine you could do a search to count the Notes on an order, then a field that stores that number on the record, then a WF that sees that field is empty and throws an error or the like