CRM Idea Center
When entering and completing an activity it doesn’t allow for notes without having to complete it and then going back in to add a note. Could it just be added to a field within the activities so that once we hit complete everything is entered.
Hello! With the planned update to Edge we'll be able to handle this request with a specific section on activities to add notes directly to activity on one screen while also allowing you to complete the activity on that same screen. This should save a lot of time during the creation and completion workflow! Since this feature exists and is awaiting release to our HME, DME, and Infusion teams, I'll be updating this request to "Coming Soon!".