recurring activity
Recurring Activities - when you add a linked note and save for "occurrence" it should only link to that occurrence. not future occurrences as well. (unless you choose future occurrences)
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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Chuck Vercellone commented
This is a no brainer - I have a recurring activity for my monthly e-newsletter. If I add a note that it's been written and sent to compliance that note shows on all future activities. The notes should not carry over to the future, they are notes on the activity for that date!