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1. Chronological note and text communications

   Currently the new text function does show communication with a specific client chronologically, but as a side bar. I would prefer the text notes to show up in chronological order with client notes. It seems a little unorganized especially if client notes are opened, but the text isn't, its harder to get the full picture of the communication especially if you are not the note taker. Perhaps the texting functionality could be as simple as clicking a toggle button much like you would when adding a comment to a note. Perhaps there can be a text button next to the comment button under notes. And like the comment button, have the text button indicate if there are text messages to review. Or perhaps have a window in a window. Text messages showing up inside the note window in chronological order so it is easy to follow the flow of the conversation. And in line with that thinking, perhaps there could be something for emails as well, so all of those communications are together in a sense chronologically.

   Currently the new text function does show communication with a specific client chronologically, but as a side bar. I would prefer the text notes to show up in chronological order with client notes. It seems a little unorganized especially if client notes are opened, but the text isn't, its harder to get the full picture of the communication especially if you are not the note taker. Perhaps the texting functionality could be as simple as clicking a toggle button much like you would when adding a comment to a note. Perhaps there can be a text button next to the… more

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   Not Planned  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   This suggestion is either not possible or not planned at the current time. Technology changes all the time though! The same suggestion can be added as new.