Activity Notes Linked to Account
For activities that are linked to an account, it would be nice if the notes that are entered in that activity are automatically linked to that account. I have to enter the note and then go back and link it to the account after.
36
votes
Kate Moseley
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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Peggy
commented
Please, please change this inefficiency on your program. Why go back and have to add it later.
My assistant and I just had this conversation. I am glancing at notes and want to see the account number it relates to on the bottom right of the note.