Linked notes that have Templates too
RT was SO close on this one! Unfortunately the NOTE template is only good for the very first contact regarding an activity.
Missed the key feature to the notes template: Client is contacted, pull up a Note, select the template, check the box to create a follow up activity. Great!.... then, no more templates :(
All future contact regarding that specific activity that needs to be logged inside that activity needs a template too. currently linked notes do NOT have the template option.
PLEASE, please, please add it to the "linked notes" area too.
We appreciate your suggestions and have added this feature to Redtail CRM! For help with using it, contact email@example.com