When adding a note, Redtail users that have access to more than one database should have the option to copy the note to the other databases
Members of our team support multiple advisors that share clients but have different Redtail databases (support staff has access to both databases). When adding a note to a contact's page, we would like to have the option to duplicate that note to the other databases that we have access to. There should be something like a check box to select "copy note to another database" so that we do not have to copy and past the note.
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!
This would be very helpful and a time saver. this would be a Great way to be able to serve our clients better.
expert request. Please comply
Melissa Droege commented
Would save time!
Heather Searl commented
This would be extremely helpful!