Allow multiple activities to be created off of a single linked note
Multiple activities may be activated by a single note. Why post the same note multiple times or enter the same text into each activity to have a linked note to each activity? This will streamline the notes section with regards to linking and streamline the process. Allows less manipulation by those assigning activities.
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!
-
Susan Schley commented
We have a note template that we link to a meeting activity. This note template has the follow-up activity box checked; however, when we ad a note using this template a follow-up activity does not generate. So we have to leave this activity, find the note, and do a follow-up activity in note. Is there any way to streamline this process?