Notes and account(s) linked within an activity
Currently, when an activity that is linked to an account, has notes added within the activity, those notes appear in the notes section separately from the activity itself and the account which was originally linked to the activity is not linked to the note. I would suggest notes that are added within the activity get rolled up into the activity so there is one thread/history so all the separate notes that were added within that activity are bundled in one section with the appropriate account number linked to the original activity. It would also be helpful if multiple accounts can be linked to a note or activity.
Travis J. Stolcis
shared this idea
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!
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Kristen Crouthamel
commented
I AGREE!!
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Stacy Stall
commented
YES PLEASE!