updating completed activities
Why is there a save button when viewing completed activities - If you amend a completed activity and click save you get an error message telling you to uncomplete the activity first - If you can't save an update, there shouldn't be a button or you shouldn't be able to enter any information without uncompleting first.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
You should not be able to edit/add information in a completed activity until "uncomplete" is selected. I have made multiple changes and added new notes to a completed activity to only get an error saying the activity needs to be uncompleted first. GIVE ME THE ERROR FIRST and Don't allow edits until after the activity is uncompleted. Big waste of time.
I agree 100% I should be able to add more notes to an activity without having to "uncomplete" it first, then add my additional notes, and then complete it again. a waste of time and steps. We should be able to add notes to competed activities without having to uncomplete them.
Some users at my firm are having this issue when they type notes within an activity's description field and when they select Save Activity they lose all the information they typed up.
I know there is an auto-drafting Note feature, but could this also be implemented for Activities?
Chuck Vercellone commented
I can understand the issue of adding information to completed activities but could we be allowed to add a contact to a completed activity without having to uncomplete the activity first? It would be helpful to add the spouse that may have been missed. The notes would not have changed, this would just link the activity to the missing contact too.