Sent Note to CRM - remove tick

0 Votes

Carina Janzon June 24, 2019 19:38

Please remove the automatic tick in the Add note to CRM when sending emails and let us decide if we want to tick the box or not.
Thanks!

https://community.act-on.com/communities/community-home/digestviewer/viewthread?MessageKey=080c941e-f8ee-4b97-82c1-4506d994077a&CommunityKey=59d8db95-7023-4e9b-8488-454d2b886b4b&tab=digestviewer#bm080c941e-f8ee-4b97-82c1-4506d994077a

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Carina Janzon
London Roadshow Attendee, Esri Sverige
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Comments

3 comments

Natasha Davidson June 28, 2019 21:25

We have the same concern. Should NOT be pre-filled...the automatic 'Add note to CRM' check is a big annoyance. Even if we uncheck the box, whenever edits are made to the email the check mark resets.

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Natasha Davidson
President, Davidson Consulting
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-------------------------------------------
Original Message:
Sent: 03-12-2019 04:05
From: Carina Janzon
Subject: Sent Note to CRM - remove tick

Please remove the automatic tick in the Add note to CRM when sending emails and let us decide if we want to tick the box or not.
Thanks!

https://community.act-on.com/communities/community-home/digestviewer/viewthread?MessageKey=080c941e-f8ee-4b97-82c1-4506d994077a&CommunityKey=59d8db95-7023-4e9b-8488-454d2b886b4b&tab=digestviewer#bm080c941e-f8ee-4b97-82c1-4506d994077a

------------------------------
Carina Janzon
London Roadshow Attendee, Esri Sverige
------------------------------
Chris Apgar June 28, 2019 21:25

Thank you for sharing your thoughts on this issue. I am relaying this to our product team already, but I also encourage you to put in a Product Suggestion. This can help get your suggestion prioritized sooner.

Thanks again,
Chris

------------------------------
Chris Apgar
Customer Experience Manager, Act-On Software, Inc.
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-------------------------------------------
Original Message:
Sent: 03-21-2019 16:58
From: Natasha Davidson
Subject: Sent Note to CRM - remove tick

We have the same concern. Should NOT be pre-filled...the automatic 'Add note to CRM' check is a big annoyance. Even if we uncheck the box, whenever edits are made to the email the check mark resets.

------------------------------
Natasha Davidson
President, Davidson Consulting
------------------------------

Original Message:
Sent: 03-12-2019 04:05
From: Carina Janzon
Subject: Sent Note to CRM - remove tick

Please remove the automatic tick in the Add note to CRM when sending emails and let us decide if we want to tick the box or not.
Thanks!

https://community.act-on.com/communities/community-home/digestviewer/viewthread?MessageKey=080c941e-f8ee-4b97-82c1-4506d994077a&CommunityKey=59d8db95-7023-4e9b-8488-454d2b886b4b&tab=digestviewer#bm080c941e-f8ee-4b97-82c1-4506d994077a

------------------------------
Carina Janzon
London Roadshow Attendee, Esri Sverige
------------------------------
Christopher Johnson June 28, 2019 21:26

While by default that option will be checked anytime you select a CRM list to send to. In the mean time, contact support as we are able to switch the default setting for that feature.

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Christopher Johnson
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-------------------------------------------
Original Message:
Sent: 03-21-2019 19:56
From: Chris Apgar
Subject: Sent Note to CRM - remove tick

Thank you for sharing your thoughts on this issue. I am relaying this to our product team already, but I also encourage you to put in a Product Suggestion. This can help get your suggestion prioritized sooner.

Thanks again,
Chris

------------------------------
Chris Apgar
Customer Experience Manager, Act-On Software, Inc.
------------------------------

Original Message:
Sent: 03-21-2019 16:58
From: Natasha Davidson
Subject: Sent Note to CRM - remove tick

We have the same concern. Should NOT be pre-filled...the automatic 'Add note to CRM' check is a big annoyance. Even if we uncheck the box, whenever edits are made to the email the check mark resets.

------------------------------
Natasha Davidson
President, Davidson Consulting

Original Message:
Sent: 03-12-2019 04:05
From: Carina Janzon
Subject: Sent Note to CRM - remove tick

Please remove the automatic tick in the Add note to CRM when sending emails and let us decide if we want to tick the box or not.
Thanks!

https://community.act-on.com/communities/community-home/digestviewer/viewthread?MessageKey=080c941e-f8ee-4b97-82c1-4506d994077a&CommunityKey=59d8db95-7023-4e9b-8488-454d2b886b4b&tab=digestviewer#bm080c941e-f8ee-4b97-82c1-4506d994077a

------------------------------
Carina Janzon
London Roadshow Attendee, Esri Sverige
------------------------------

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