NOTES - uploaded to multiple users, not just one user or a team
To be able to notify multiple users that are not on a team. Currenlty, in a note, you can only select one user. Our firm has an ops team that moves with different advisors. Depending on the situation, we have to communicate with multiple advisors and at times, it would just be simpler to add them as another user for the note rather than create a special team for a "one-off" situation.
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!
Boggles my mind that this has to be an idea AND that it's not already done yet.