Improvements to default Note Subjects

[alfonso]

Jumping to link to this other thread from last year with a similar regard… One day we’ll get the notes we deserve!

How to properly handle note namings?

Hello everyone, I’ve noticed that note naming has been an ongoing issue for many of us over the years, so I wanted to open a discussion about how you set proper note etiquette in your instances. In our studio, we use a webhook that catches newly created notes that use the default naming by SG and renames them to follow a more consistent format. However, we’ve found that the email notification system within SG triggers before our webhook can rename the notes. As a result, every email notificati…