Linked Notes & Linked Documents to be shown in Activity via date/time stamp
Within the Activities, the Linked Notes do not seem to be sorted consistently by date/time. When referencing the Linked Notes within the Activities, it's sometimes very confusing to figure out which Notes to read in which order so that any Admin can reference to better understand the history and periodic updates associated to the Activity.
This is true also for the Linked Documents as there may be multiple versions of the same document (Unsigned Doc, Client-Signed, Client&Agent-signed, or corrected version(s) to resolve a NIGO).
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!
-
Michelle Warneke commented
100+ votes for this please!