Auto-Fill "Title" of SuccessPlay Tasks

Jennie Hayes

• October 13, 2021 16:53

Autofill Touchpoint subject with Task Title. Every single task we need to complete always needs a "Subject" line, and this can be tedious. Can we automate this? 

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  Luke Johnson

  • October 13, 2021 16:57

  Lots of great ideas today. My CSRs loathe having to manually type something (or copy / paste something) into this area. 

  Pre-filling it with the name of the task would be awesome. The CSR can then overwrite / change if they want to.

  -Luke

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  Vijay

  • October 14, 2021 03:51

  Jenny Luke let me take care of that :)

  Keep em coming!

  Cheers

  Vijay

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