Add draft notes to activities
I just typed a long description into an activity and lost it all. After several email exchanges I finally called in and was told to add a linked note to the activity so that drafts would automatically be saved as I type. THIS IS NOT THE CASE. The only way to have saved drafts if a note is added to a contact. We type all our meeting notes within an activity. Please add this capability to linked notes in an activity.
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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Anonymous commented
100%. This has happened to me more than once. It should auto draft like outlook or sheets.