Remove expired temporary pop-up notes from company records
Remove expired temporary pop-up notes from company records
Your temporary pop-up notes can persist past removal, producing stale company status messages. Removing or replacing them keeps status accurate for technicians and account leads within an hour.
Overview
Stale temporary pop-ups cause confusing company status messages and unnecessary follow-ups for your technicians and account leads. Run an hourly cleanup to remove or replace expired notes so teams see corrected entries within an hour and reduce context switching.