Notes Dashboard- Linked Multiple Contacts
When you go to the notes tab on the Today page (or Notes Dashboard), if there is a note that is linked to multiple contacts it just states how many linked contacts there are rather who the contact is.
For instance, if the note is created in an activity with only "Jane Doe," the note will say Jane Doe. If the note is created in an activity with both "Jane Doe" and "John Doe" the note will just say 2 linked contacts.
It would be nice if you could hover over "2 linked contacts" and it would tell you who they are so that you could easily find the activity.
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!
Robin Koller commented
i agree - it would be nice to see the names of the 2 linked contacts