be able to link new notes to old notes
Would love to be able to add a new note and link it to an existing note so that it is easy to see a full communication about a topic or issue with a client that occurs over time. I imagine also, that if I create a new note and add an activity, it would be easy for me to open that linked note from the activity and immediately see all the notes from that particular issue.
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!