I suggest you ...

Ability to go back and change or add to QNotes once saved

Implement the ability to go back and revise or add additional notes to a QNotes entry once it has been saved. And not having to remember to hit SAVE after making a QNote entry. I have lost numerous notes of conversations had by forgetting to hit SAVE before moving on to something else.

7 votes
Vote
Sign in
(thinking…)
Sign in with: Facebook Google
Signed in as (Sign out)
You have left! (?) (thinking…)
Kelly Goetsch shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

1 comment

Sign in
(thinking…)
Sign in with: Facebook Google
Signed in as (Sign out)
Submitting...
  • Ashley commented  ·   ·  Flag as inappropriate

    Is there an option within Qnotes to "undo" something? For example, I had a large amount of new text in the Qnotes box from a conversation, and accidentally deleted it all without hitting save when I was trying to copy it. In the older version of Cbiz, you could right click and have the "undo" option there, which would bring back the deleted text. Is there an option for this in Exelare? Thanks!

Feedback and Knowledge Base