Note Report
We would like the ability to format/customize the Note Report in Redtail. When generating this report the information displayed isn't organized in a way we'd prefer. We would like the information to display vertically as opposed to horizontally (ideally be able to flip between both views). Listing Contact Name, Note Added, Account Number, Note, etc) on the left side in a vertical manner as opposed to a header horizontally.
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Amy Smith commented
It would be great if the information just pulled through in an organized manner. Right now it just seems to run everything together. Hard to decipher what is going on.