Need to see new comments to older notes on Todays Overview
For compliance tracking, we need to be able to see any new comments to older notes on Today's Overview and related note reports. We currently have to add a new note for each step of a single process to ensure proper tracking.
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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Anonymous commented
Need to see new comments to older notes on Todays Overview
For compliance tracking, we need to be able to see any new comments to older notes on Today's Overview and related note reports. We currently have to add a new note for each step of a single process to ensure proper tracking.
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Sean commented
Currently on the overview page it lists notes as most recent as well as on the notes page in the clients profile. I understand you can add comments to existing notes but it would be nice to add comments/notes to existing ones and see them at the top of the feed. The most recently added note showing with a drop down or expansion of the previously linked notes so you can see a flow of notes/update rather than creating a workflow for everything. Right now if you add a comment to a note and want to update or add information you would have to go search for the original note hidden under many others or delete the old one and add a completely new note including all of the information. Being able to link notes would be great because you'd be able to see all relevant details and previous work/updates.