Add Linked Activity Notes
If you add a note via the mobile app, you should be able to create an activity from it, or be able to link it to an activity when using the full version of redtail.
Follow up activities can now be added from notes in the mobile app!
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Good news! A recent feature update made it so you can create a follow up activity from a note in the desktop version. So, part of this suggestion is now possible!
-Hayley Mandrup
Trainer
Redtail Technology -
Kelly Speckman commented
When our staff uses the App (iPhone or Android) to access their schedules, they are able to do almost everything they could in a web browser. However, there is one critical exception, they can not add any notes to the activity before closing the appointment. Therefore, they refrain from using the app.