Mobile Assist notes - need to mark done when created
On the dashboard of RedTail, where Mobile Assistant Messages are located, is it possible to somehow mark them done once they’re created in notes under client name? I don’t want to delete them from dashboard, but need a way to tell whose been done (created note) and if I’ve missed creating a note for the mobile message under respective client name. Maybe have created note turn a color or flagged.
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!