RIskalyze Note Category
Currently, when a client takes a Riskalyze questionnaire, a summary note is created in Redtail CRM. We would like to change the default note category for this integration from "General Information" to something else. This way we can do a database wide search for Riskalyze notes.
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!
It would be nice if it was a category of "Riskalyze."