Notes Notification Report
It would be helpful to be able to pull a report of notes in which you were notified on. e.g. An advisor makes a note in the client record and notifies his assistant. There currently is not a way for the assistant to pull a report of notes on which she was notified. Maybe it could just be added as an additional filter to the Notes By Contact report?
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!