Notes Report
It would be helpful if we could print the Notes Report for a specific account for a client. Ex. If a client wants to talk about their IRA, we have to print a Note Report that includes all notes for all accounts, which requires us to search through the report to highlight the notes for the IRA if the client has multiple accounts.
10
votes
Lois
shared this idea
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Suzanne Rodriguez
commented
Are you telling me that Tailwag does not have individual note reports????? In CRM, you click on "view all" and off to the right is a hyperlink to pdf of the notes report. That is NOT good if they do not have that in Tailwag!!!!