3
Action Creation enhancements
In progress
Jul 27, 2022
- Can only set 1 Action Type by default. We have a range of Action types we would want the user to choose from depending on the letter being sent.
- Cannot configure the Action Summary field. – Would be good to off the user an option to change this per action being added.
- Action direction not set to Outbound after action added.
- Action Status not set after action is added.
Comments
We'd love to be able to tie different Letter Templates to specific Action Types, this would be a tremendous improvement.
And what about the Action NotePad Types vs The Action Types. Can't set the NotePad type which is crucial information if you're using that.