Linked Notes - Notify User and Copy to Another Contact
It would be very helpful to have the same features in Linked Notes as we do in when adding a regular note - I often need to notify a user of this linked note as well as copy the linked not to another record.
Michele Tomlinson
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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n/a
commented
Would like to receive notification email when we add a linked note to an existing activity
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Heidi
commented
This option is available when we're adding in a brand new note but not when we're linking a note to an existing activity.
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Michele Tomlinson
commented
It would be helpful to be able to Notify a user when a linked note is added to an existing activity.
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Tyler Ozanne
commented
Adding a note should have the same features for linking multiple contacts, accounts, etc. as the Adding an activity screen has. Notes for a family of more than two is impossible - e.g. Notes for a child's UTMA account cannot be linked easily to the account, both parents, and the child.
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Michele Tomlinson
commented
It would be helpful to notify another User(s) of a linked note entered from an activty