tagging contact in notes with @ sign or some other way
I'd like to see a way to link another contact in someone's notes...example.
"Nancy called today and told me to call her brother @Robert Killian. He just retired and is looking for help."
Then Robert Killian is a hyperlink to click on to go directly to his contact record.
13
votes
Donovan A Davis
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!