Workflow in main Notes Realtime NOT once Workflow is done
It would be extremely helpful to have the Workflow notes appear in the main contact notes, on real time, once each task is complete. Therefore all notes for the client are consolidated in one place not separate areas. Currently, as is is NOT efficient! Even with the workflow summary notes you only have them once the workflow is done not while its going
samantha viola
shared this idea
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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Joel
commented
I agree with this and would add that the note should update real time, even if the task hasn't been finished, because sometimes we might need to take a note on a task but we aren't able to complete it.