3 years ago
Warning on Note Template Notification Rule
Now that many clients are using Field Level Save when documenting their notes the need to click Save becomes obsolete. Within Notification Rules there is an option for Note Templates to trigger the notification on Save - First Time Action Occurs. Since most users are not clicking Save there is a chance that the notification will not trigger when the client intends it to. The system will now display a warning to the user in Notification Rules Admin 'Selecting First Time Action Occurs is not recommended as Field Level Save is more commonly being used’ if the Save - First Time Action Occurs option is selected.