Can we have the same draft feature for activities that we do for notes? I would say a good majority of us make our notes in activities.
Can we have the same draft feature for activities that we do for notes? I would say a good majority of us make our notes in activities so all details for a trade action are together, new account is together, etc. I was very excited when I went to a Redtail meeting and explained what I needed. I was told about the save draft feature but I was quickly let down when I returned to the office only to find it works on notes and not notes within activities.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Traci commented
How has this not been addressed yet? I feel like it is tradition for Redtail to implement enhancements 50% of the way, please resolve this oversight so Advisors can stop wasting time with lost notes in the activity!