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Adding a note to the timeline of a record does not auto save in the UCI whereas it does if you navigate away from the note in the Web Client.
Users are unhappy as this takes an extra step to click "Add Note"
Is there a way to turn on this auto save for Notes in the UCI?
Users are unhappy as this takes an extra step to click "Add Note"
Is there a way to turn on this auto save for Notes in the UCI?
STATUS DETAILS
Planned
2022 Release Wave 1
Comments
Hi Paramita,
This functionality would be also very important to Lennar, we struggle with users saying that they are loosing notes. I believe an auto-save feature will improve the user experience greatly. I will try to get more votes for this feature improvement!
Category: Unified Experience: Search, navigation and performance
Craig Maas (administrator) on 7/28/2021 4:56:42 AM
Thank you for your feedback. Currently we are working on a feature that should address your needs.
The feature we are working on will auto-save an in-progress Note or Post if you navigate or take an action that would result in loss of that data (where we currently prompt you today). We want to reduce the need to click the correct button and instead will save the record on your behalf.
This feature is planned for a future release.
Sincerely,
Craig Maas