Under recently added notes in lieu of "2 linked contacts" have the names listed there rather than having to click on
Under recently added notes in lieu of "2 linked contacts" it would be helpful to have the names listed there rather than having to click on the link to see the names
33
votes
Anne
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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Kristine Kanno commented
We would love to see this change made - ability to see actual Contacts when there are multiple - in all areas where Contacts can be linked - Activities, Opportunities, Workflows.