Select multiple notes to make "actions" on
It would be great if we could select multiple notes that the "Actions" button would apply to. So you could do actions to several notes at one time (e.g. "Link to an account" multiple notes at once).
MNA
shared this idea
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Brian
commented
Also, in the notes section where it says options, move notes, the ability to select what notes you want to move. It is frustrating when an advisor sees this and thinks they are just moving the one note and then all the clients notes since we started using redtail end up being moved and have to be moved over one by one.
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MNA
commented
It would be very helpful if when I am on the notes tab I can bulk link notes to a contact's account. I wish I could select as many notes a I want that link them all at once to an account.