Is it possibe to have a timestamp button in the notes tab?
We would love a button in the notes tab that would insert operator and date, or date and time. Then it is apparent who wrote the note and when.
Yes, this would be possible.
I think a button to add a timestamp in the places you mentioned seems to be the best. I was really only thinking about the notes area in Order Entry but Contact Manager and Purchasing would be helpful too. I think it would be best if the action was not automatic and a person could put in a note without a timestamp.
If we were to act on this it seems we should do it wherever notes are available in CMS including:
*Contact Manager/Order Entry - Primary Notes
*Order Entry Invoice and Internal Notes
*Purchasing - PO Notes to Vendor and Internal
Probably not necessary in places like Products - Tech Info and Web Text, for example, but comment if you feel otherwise or if there are other places this timestamp would be needed.
I've seen this implemented elsewhere with a button that you'd click to insert the timestamp as a prefix or suffix to your notes. This would be an easy implementation but it's then incumbent on the user to click the button lest the notes be added with no timestamp. Please consider that (may be situations where that's preferred) and comment if this approach is acceptable or if you'd not want to allow notes to be added without a timestamp.
A bit more complex is the question of what to do when someone is editing notes, not just adding a comment. If/how would you envision that being timestamped? I think this leads back to just adding a button to insert the timestamp if/when desired but let me know if you agree.