When adding notes in steps/tasks of a workflow, please create option to add that note to client's profile notes to avoid need to duplicate
Our firm keeps track of progress in workflow using notes, however we also keep notes in the main notes section of a client profile but currently have to copy notes from the workflow into profile notes. Please add an option to add workflow note into main profile 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!