Pinned note(s) show first on main Contact Screen Note Box
I would like to see the pinned note(s) staying at the top of the quick view notes section located on the main contact screen. As of now you have to go into the contact and then click on the Notes section to the left to see any pinned notes listed at the top.
Thanks for your consideration!
Brenda Miller
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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Tabatha
commented
The reminder of a pinned note is lost when you have to go searching for it. When you pin a note, it would be nice if it was the first thing you saw. There is a likely chance it can be missed when you have to go to the notes page to see said pinned note. If it was on the main contact screen, it would increase the chance that whatever important information was in that note would be seen by everyone.
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Will
commented
The RedTail Product Owner response was over two years ago. WE NEED THIS!!!!
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Laura Minton
commented
This needs so many more votes--this should be a standard feature.
Or at the very least the "important" icon needs to be 10x bigger and not so cryptic to use. having a slap-in-your face section for call-outs is a must. -
Alyssa Thibodeaux
commented
I wish I could give this more votes!!
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John
commented
This is a no-brainer and fits with how "Timelines" work on Facebook and other social media. The purpose of a pinned note is to serve as a reminder. We never click the "Notes" area because the most important Notes for a client are on their main client page. The ability to see not only the latest notes, but with a pinned note at the top should be a standard feature.
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Glen in Canada
commented
This is a fantastic idea. I hope others vote for it because it would likely be quite easy for the Redtail programmers to implement. Thanks Brenda.