show "membership notes' in one place like "family notes"
Can you add a checkbox to see the notes of all profiles linked as "membership" like the "family notes" checkbox does? We have clients that are business owners or trustees, so seeing all notes related to that business or trust entity would save a lot of time. Currently we have to click on each owner or trutee and then also the trust or business to see the notes.
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!