Indicate note was added from dashboard
I would like for the ability to have dictated messages (mobil assistant / copytalk) show up in the client note section AND at the bottom of the today page so I know the file was inputted without having to manually check it. Maybe have a notation next to it that says filed.
14
votes
Timothy Picciott
shared this idea
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
I agree with having some sort of indication as to whether or not the dictation was successfully linked to a contact's record, as well as which contact (for verification purposes)