Please add "type" (in addition) to "category" to Notes
Notes only have "category", please add "type" (of activity) to notes. By adding "type" (of activity), we could say/see the note was an outbound call, an inbound call, email sent, text received, etc., and also still have the note "categorized" as move money, portfolio, trade request, etc. By only having "category" for note, we are forced to label as an activity, i.e., outbound call, instead of a category, i.e., beneficiary update or vice versa. A work around for this is to create an activity, but then I can't complete an activity while I'm in it / creating it, which requires me to create an activity, save it & then complete it. It is much easier just to create a note after I make a call, but we need the ability for a note to have both a "type" and a "category".
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!
Sarah W. commented
I see that this suggestion was requested in October 2011 and was declined. Since I am having the same issue as Bob Barber did 8 years ago, I pasted his description of the issue directly below. I’m bringing this issue up again because it is related to my request today (on another post) to have separate Type and Category lists for Notes and Activities.
“When you add an Activity, there is an option to label the activity with a "Type" and a "Category." With Notes, there is only an option for "Category."
It would be great for organizing your data if both "Type" and "Category" were available on Notes. For example, the Types could be "Appointment, Email, Phone call, Task, Trade, Other" and then the Categories would be "Accounting, Banking, Education, Insurance, Investments."
When our CEO meets with one of his investment clients and wants to enter notes about the meeting, he would choose "Appointment" for Type, and "Investments" for category. Later, when looking through the client’s history, it would be plainly visible to see. Tue, October 4, 2011 11:55AM by Bob Barber”
As I said on my other post, not offering the ability to have a separate Category List for Notes and a separate Category List for Activities comes across as unfriendly to your end-users.
Not having this ability means that the data contained in a Client’s Notes is not easily searchable or reportable. (I don’t mean to come across as snarky with this comment, but I thought having easily searchable and reportable Client data was the entire point of having a CRM.)
I don’t understand the logic of your initial response. RedTail currently offers the ability to sort Contacts by Status and Category, so it seems quite possible for you to do this for Notes.
Please explain the software / database issues that prevent you from adding a separate Category List for Notes and a separate Category for Activities.
When do you expect these issues to be resolved?