Make a "this was a client review" check box in notes and activities
There should be a separate field that we can use to report on client reviews in notes and activities. Currently, if you want to search notes for all of a client's reviews, you have to set up a custom category for it or use specific words to search. If there was a check box "this was a client review", then a report would easily show the history of all client reviews and would allow for better flexibility in charting client contacts.
Whitney Cook
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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kenzie
commented
This would save me so much time!
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Jim Gilbert
commented
Great idea! We're using a spread sheet to track reviews since there's no function in RT CRM that really fits our workflow. This would sove that problem. Please implement.
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Susie Leduc
commented
This would be an excellend addition!
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Drew
commented
Agree-add this option
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Douglas Neal
commented
PLEASE ADD!
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Anonymous
commented
Agree