Notes from all sources
It would be very helpful on the notes page if you were able to see ALL notes - like the ones from workflows and opportunities and just placed into a profile in general. Some of our clients have multiple things going on at once. When you give them a call about one topic, they may decide they want to check in on the another event that is also on going. Currently you have to click a ton of times to find the relevant information. So it would be nice if we could be able to view in all in a single spot without trying to play a guessing and loading game.
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!