Delete dictation after added to note or activity
Our office is trying the mobile assistant application. When notes are uploaded to redtail, you have the option to save them but they stay on your homepage until you delete them. It would be great if they disappeared once the note was saved. Having to delete the note causes confusion if the note was saved.
Mobile Assistant
Copytalk
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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Laurence commented
Completely agree with Audrey. As an alternative to deleting the Note from the Copytalk section of the Today page, what would be better is if there was a column indicating the Record the Note was connected to. That would let us quickly identify whether it was linked to a contact (or the correct one), while still have the ability to click the dropdown option to Create Tasks, Activities, etc.
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Tatyana commented
After you convert your CopyTalk Messages to a note, it should delete automatically. A pop up window ensuring you want to delete can open and you can click yes. This way, it's easier not to forget what you have converted already if you didn't delete it right away.
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Anonymous commented
I enjoy and use copytalk to dictate post appt notes and tasks. When the message is posted onto the copytalk messages fo my dashboard, I then create an activity with all my dictated notes. However, I then have to manually go back and delete the copytalk message. I frequently forget if I've already assigned notes as tasks or not. Then I have to go to the client record to figure out what copytalk messages on the dashboard I have and haven't already dealt with? Please add a function where you assign the task from the dashbaord and then can also delete that note in 1 step. currently multiple steps and time waisted.
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Ellen O'Reilly commented
I would like the copytalk messages to disappear from the dashboard after I attach them to a client name. I would also like to delete all old copytalk messages in a block instaed of one at a time. The block deletion is most more efficient in time.