Notes
It would be great to be able to see more of the note in the note summary from a Contact's page without having to click on the notes, or maybe have an option or preference setting to select if you want to see the full notes or summaries. Also would be convenient to be able to edit the notes without deleting and starting over
Lindsay
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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Deanna Mouat
commented
It would also help if during the edit of the note if we could add a document, instead of deleting the note and having to rewrite it in order to include the document (especially when it is being added to an older note and you don't want to have to change the note date
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Matt Krows
commented
YES!!! This should absolutely be a preference. I'm surprised that this is not a thing already. I can't stand having to click on a completed activity to see the notes from client meetings that I type in the actual appointment.