David Williams
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48 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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628 votes
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!
David Williams
supported this idea
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Display both notes and activities together
When the user needs to get a sense of what has transpired with a client, both notes and activities are involved and it would simplify the process greatly if there was an option to display both the notes and activities in order of the date.