When adding a new Action, needing to add a specific action note type in web view instead of the default "Added via Web View"

Currently in web view when adding an action, the action note type automatically saves as "Added via Web View". You now have the save it and then go back in to change the action note type from "Added via Web View" to your preferred action note type. Whereas if you add the action in Database View you can select the action note type of your preference without having to save and close and go back in. Would be nice to be able to select the action note type in Web View without having to go that extra step of saving and closing and going back in.

  • Tina Gerraughty
  • Sep 12 2025
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