date and timestamp for activity notes/descrition
We would like to see a date and timestamp for each addition to the notes/description section of an activity
Larissa WIlson
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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Lisa
commented
please add date timestamp button (similar to PDF button) on toolbar in the Description box so that we can at least manually assign a timestamp until this becomes a permanent feature.
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Brian Leach commented
please add timestamp functionality as described; CTRL + J in Junxsure/Advisor Engine applied date/time/user initials which is very useful to track ongoing actions/activities
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Joan Runke
commented
This has been a suggestion for Redtail for years. I am continually frustrated in both "Activities" and "Notes" seeing the date as "Last Monday" or "Next Tuesday" instead of the actual date. What does that mean? I contacted Support today to find out that "Last Monday" was actually the Monday of the week I am in, not "last week Monday". Different regions, cultures etc. might describe this date differently. The only real way to know is to actually list the date.
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Anonymous
commented
Please add User initials to the date/timestamp so that we know who put in the notes.
Example = JT, 2019/11/20, 11:38am