The ‘Copy note to change‘ option was introduced a few years ago. It is a helpful feature for specialists to inform the manager of a change about the information they are entering in the Note field of a task. But when a change manager reviewed the Notes section of a change, it was not always obvious where each of the notes came from.
To clarify this, the source of a note is now visible in the change whenever a note was copied from one of the change’s tasks.
A similar declaration of the source is also displayed in grouped requests after a note was copied from the request group.
This has also affected how notes that were added by an automation rule are presented. A distinction is made between new notes that are created by an automation rule, versus notes that an automation rule copied from another record.
When a note was created by an automation rule, the large automation icon is displayed with the text ‘Automation’ in the note’s header. But when an automation rule copied a note from another record, the creator of the original note is shown and a small automation icon is added.
A Letter From Our CEO: What I've Learned, What I Believe, and Where We're Headed Together
When I joined Xurrent as CEO in February, I made a commitment to myself before I made any commitments publicly: I would listen before I led. I would get in front of customers, sit down with our partners, and spend real time with the incredible team that built this platform — before I said a word about where I thought we were going.
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